Step 1
Look for the pattern or change being called out.
Step 2
Compare that signal against your recent activity.
Step 3
Decide whether it needs action or just awareness.
Common questions
How do Adviser and Reports differ?
Reports are the formatted snapshots; Adviser is the guidance layer that highlights patterns or changes that deserve attention.
What should I do when Adviser flags something important?
Open the related transactions or report view and confirm whether the change is real before you act on it.
Related help
Was this article helpful?