Find and open existing client cases

To find an existing client case, open AdviserGo, enter the client’s name and click Search.
 
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To search clients that are directly linked and owned by your account. Click on "My Clients". 
 
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Or click ALL or a letter to browse the client cases linked directly to your user account. 
 
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If you are someone that has all client access within your subscription or has been granted access to a colleagues client search "All Clients". 
 
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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.
 
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