January 2017

Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Tip of the Month

Overview of Client Level Trade Restrictions

Did you know you can view the client level trade restrictions at one place on ENV 2? Go to the Manage Page, select Trade Generation from Trading on the left, click on the Controls tab, and you will get an overview of the client level Security, Wash, Industry and Trade Desk restrictions.

Trade Restrictions

Feature Spotlight

Additional Columns to Investments Tab in Clients Page

To give you easier access to account-related information, three new columns “Custodian Account,” “Registration” and “Investment Group” are added to the Investments Tab in the Clients Page.

Custodian Account

Ask an Expert

Need assistance getting a task completed on ENV 2? Is there a feature that you want to learn more about? Why not ask an expert?

Email your inquiry to expert@envestnet.com and a representative will reach out to help.

The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.