The Advisor/Br(anch) Menu
Commands in this menu retrieve reports for you and your branch. If you are an advisor, you can retrieve reports for your advisor number. If you are a branch manager, you can select the Access All Accounts option on the OverDrive™ setup screen, and retrieve reports for all advisors in your branch.
Cash and Securities Due
This report is may be mailed to your branch, but like most reports on this menu, there are plans to no longer mail it.  It includes cash and securities due by account.  You can arrange to not have it mailed and reduce paperwork and postage charges to your office.
Deposits and Disbursements
Lists all deposits and disbursements for your advisor number or branch.
Requirements
This report is also mailed to your branch. It lists accounts awaiting forms, documents, or deposits.  You can arrange to not have it mailed and reduce paperwork and postage charges to your office.
Available Funds
This report is also mailed to your branch. It lists cash available for investment by account.  You can arrange to not have it mailed and reduce paperwork and postage charges to your office.
Margin Accounts
This report shows you the statistics for all your margin accounts.
Registrations
This report retrieves a state-by-state registration recap for an advisor number.
Commissions
This command appears for your branch if you are a branch manager and you have checked All Accounts in OverDrive Setup, otherwise it pertains only to a particular advisor number..  It shows your branch gross commissions for the month and compares it to last year.