Envestnet Inside the Advisor Portal

November 2019

Welcome to Inside The Advisor Portal, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.


Tip of the Month

Access and Set Preferences for Important Tax Reports

Two important reports during tax season are the Realized and Unrealized Gains/Losses Reports. On the Advisor Portal, you can easily access and set favorite views for each and deliver a customized report specific to your preferences.

Realized Gains/Losses Report

Step 1: Choose a client from the Clients tab and click on the gauge icon to view a full menu of reports. Select the Realized Gain/Loss report.

Step 2: Click on the column manager icon and add, delete and sort columns as needed.


Unrealized Gains/Losses Report

Step 1: Choose a client from the Clients tab and click on the gauge icon to view a full menu of reports. Select the Unrealized Gains/Losses report.

Step 2: Click on the column manager icon and add, delete and sort columns as needed.

Ask an Advisor Portal Expert

Need assistance getting a task completed in the Advisor Portal? 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.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

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.

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