Understanding a Client’s Profile in Horizon XE

Viewing the client’s profile will help with identity verification

The Overview at the top of the page will display:

Client’s name

Address

Email address

Phone number

Tax ID Number/SSN

Status of Client (See Below)

The branch where the account was opened

Primary Officer and Referral code (CX Team does not use)

Date client opened the first account with Quontic,

Client’s birthday,

Resident alien status,

Service member status,

VIP code (CX Team does not use)

Status may be Active – Restricted or Active

Primary Officer

MANTL – Current system utilized by Quontic

OAC – Predecessor to MANTL application

Branch Astoria – Opened in the physical branch, the officer will reflect an individual who opened the account in this case