Advisor notifications - Tilt

Tilt notifies advisors when the morning run finds work, when trades sent to your custodian finish or stall, and when a corporate action affects your firm. Notifications explains the bell, the Notifications page, and how to clear them.

What Tilt sends

Notification	When	Who gets it	Opening it shows
1 account went over its limits or 3 accounts went over their limits	The morning run finds accounts that were within their monitoring limits yesterday and are over them today.	Owners and editors	The account, or Clients when several accounts went over
Morning proposals are ready	The morning run has rebalance proposals to review.	Owners and editors	Trading, To review
Trades finished	Every order in a send to your custodian has finished.	Whoever approved and sent the trades, and the firm’s owners	The send on Trading
Trades stuck	A market order is still open at your custodian 30 minutes after it was sent during market hours.	Whoever approved and sent the trades, and the firm’s owners	The send on Trading
Pause XYZ trades for 3 accounts	An upcoming corporate action affects accounts or indexes at your firm.	People who chose the firm under Corporate action alerts	The firm’s Constraints page
New securities in Davis Trust	A client’s account holds a security outside its target that Tilt hasn’t told you about yet. Buying a security that is in the target sends nothing.	Whoever connected the account	The client

How monitoring policies work explains the limits behind went over its limits, and Daily briefing shows the day’s breaches in detail. Corporate action restrictions describes the corporate-action notifications.

Choose what you get

Open Settings, then Notifications under Personal. Under Trading alerts, turn off Morning proposal summary, Accounts over limits, Completed trades, or Stuck trades. Under Corporate action alerts, select the firms you want to hear about. Each switch covers notifications in Tilt and by email.