Firms can now view closed accounts previously not visible in Atlas! This refers to accounts that are no longer funded and are attached to an advisor codes that Bridge has data feed authorization for.
To view these accounts:
1) Go to the Clients tab on the top right
2) Select the "Closed Accounts" option on the middle left dropdown
From there, you'll be able to view all closed accounts and have access to do most of the same options as if they were open. (I.E, mapping the account to a household, assigning benchmarks, fee structures, generate a PDF report, etc.)
If you have any questions, feel free to reach out via Intercom or email us at firstname.lastname@example.org.