Find and open existing client cases

To find an existing client case, open AdviserGo, enter the client’s name and click Search.
To search clients that are directly linked and owned by your account. Click on "My Clients". 
Or click ALL or a letter to browse the client cases linked directly to your user account. 
If you are someone that has all client access within your subscription or has been granted access to a colleagues client search "All Clients". 
Color-coded client names displayed for each client indicate your account’s level of access to the client case. For example, a green name indicates a client case that either you created or a case to which a colleague granted your account co-ownership. A gold name indicates a record you are permitted to access view and possibly edit (usually as a subscription manager, owner, or a user with all-client access) but one to which your account is not directly connected.