New Item
This symbol denotes a newly created item (i.e. an account, goal, annuity etc.) that has not yet been saved.
Financial Profile Item
This symbol denotes an item (I.e. an account, goal, annuity etc.) that relates to the Financial Profile
Proposal Plan Item
This symbol denotes an item (I.e. an account, goal, annuity etc.) that relates to the Proposal Plan
Actual Entity
This symbol shows that an account, annuity, or insurance product is an actual entity and currently exists outside of Nexus
Planned Entity
This symbol shows that an account, annuity, or insurance product is a planned entity and does not currently exist outside of Nexus
Parameters
This symbol appears on various entities including accounts, annuities ,and insurance. If you click on this symbol, you can view the details of this entity.
Allocation
This symbol appears on accounts. If you click on this symbol, you can view the asset classes ,and percentages of each, allocated to the account.
Transfers
This symbol appears on various entities including accounts, annuities ,and insurance. If you click on this symbol, you can view any incoming or outgoing transfers related to the entity.
Client
This icon appears in several places across the Nexus application and represents the client. You will see it appear on any incomes, accounts, annuities or insurance that belong to the client.
Co-Client
This icon appears in several places across the Nexus application and represents the co-client. You will see it appear on any incomes, accounts, annuities or insurance that belong to the co-client.
