The Advisor Deposit Report is a valuable tool designed to keep you informed about recent deposits, including essential details like client names, claim amounts, and commissions earned.
This report can be generated for either a monthly or yearly view, giving you the flexibility to monitor your earnings as frequently as needed.
Remember that deposits are only made when your total commission reaches the $50 threshold. However, any remaining balance, regardless of amount, is deposited at the end of the year.
Steps to Run the Advisor Deposit Report:
Navigate to the "Reports" tab in your advisor dashboard.
In the Report Category dropdown, select "Advisor Reports."
In Report Type, choose "Advisor Deposit Report."
Select your desired time frame (monthly or yearly) for the report.
Once selected, the system will generate a PDF report for you, making it easy to download and review your commission details at any time.
Questions? Reach out to support@getmyhsa.com for assistance!