To view all resolved and unresolved WealthPoint searches in ResearchPoint:

  1. Click on Prospects
  2. Click on Wealth and Ratings Data on the bottom right side of the screen
  3. Click on the WealthPoint Screening History tab
  4. Click the Filter icon (looks like a funnel on the right side of the screen) to view filter options
  5. In the Date submitted field, select All then click Apply Filters

All resolved and unresolved WealthPoint searches made from ResearchPoint will be listed here. You can Delete any resolved data that you would like and Cancel any searches that are unresolved (still processing).