What user role is required to see connected banks and unreconciled items for a client?

What user role is required to see connected banks and unreconciled items for a client?

• A. Advisor user role
• B. Basic user role
• C. Office Manager role
• D. Client-only role

Answer: (A)

The Advisor user role is designed to provide comprehensive access to a client's financial information, allowing advisors to effectively manage and oversee the client's accounts. This role facilitates viewing connected bank accounts and unreconciled items, which are crucial for maintaining accurate financial records and providing guidance. Advisors need access to this information to understand the client's financial situation fully and offer valuable insights into reconciliations and transactions. This level of access ensures that advisors can assist clients in making informed decisions based on the current state of their finances. The other roles, such as Basic user role, Office Manager role, and Client-only role, typically have more limited access to financial information. These roles may restrict visibility to certain transactions or data, which would exclude visibility into connected banks and unreconciled items, thus making it less suitable for comprehensive financial oversight.

The Advisor user role is designed to provide comprehensive access to a client's financial information, allowing advisors to effectively manage and oversee the client's accounts. This role facilitates viewing connected bank accounts and unreconciled items, which are crucial for maintaining accurate financial records and providing guidance.

Advisors need access to this information to understand the client's financial situation fully and offer valuable insights into reconciliations and transactions. This level of access ensures that advisors can assist clients in making informed decisions based on the current state of their finances.

The other roles, such as Basic user role, Office Manager role, and Client-only role, typically have more limited access to financial information. These roles may restrict visibility to certain transactions or data, which would exclude visibility into connected banks and unreconciled items, thus making it less suitable for comprehensive financial oversight.