Advisor View on Mobile

AXUS advisors can now access all of their clients' Current and Future Published Itineraries on their phone with an optimized mobile link.

How to find your link and add it as an app icon on your mobile home screen.

Iphone (iOS): 

How to open the Current and Future Itineraries Link on your phone:
Type on your phone browser.
Go to your name in the top right corner.
Select PROFILE and go down to SETTINGS.
Click on following link: "View Current and Future Published Itineraries Link Optimized for Mobile Usage."
Add the link to your phone Home screen, by going in the configuration/options of your phone browser.

How to navigate your Advisor View (both iOS and Android)

Click on an itinerary name to open the mobile web view of the itinerary.

Click on the edit icon where you can make a change in the itinerary.

Click on the message icon and then open the messages section of the itinerary.

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