Updating the Advisor Events List

New events are added on a weekly basis. To ensure that you have the latest information, refresh the Advisor Events list on a regular basis. Then, use the Advisor change log to see information about which events were added or updated recently.

Refresh the Advisor Events List

To refresh the Advisor Events list, click in the title bar of the Advisor Events pane. Both the events list and the count of affected clients are updated when you refresh the pane.

Note: Your sort and filter selections are retained after a refresh.

Review the Change Log

The change log provides information about the events that have been added to the Advisor Events list or that have been updated to apply to a new tax year to the Advisor Events list.

To open the change log, click in the upper right corner of the Advisor Events pane. A red badge next to this icon indicates that there are items in the change log that you haven't viewed.

Within the change log, items are grouped according to when the changes were published. You can click the headers in the change log to expand or collapse the items in a particular group.

Titles that were added or updated since you last viewed the change log display in bold-faced type. Text at the beginning of each item indicates whether an item is new, or if it was updated for a new tax year.

Tip: You can select and copy the list from the change log and paste it into another document.