CSMs
International
Who is Kunaal Daryanani
This is very important because the type of transactions available for that Security is dependent upon the...
Security Type
By asset Class / by security
What is a Portfolio Summary
The first step in the billing process
What is create management fees
Morningstar Product Confusion
What is how to figure out which product user has
All Purple
Who is Maryam Cowlas
Within the import blotter, what are the functions related to the edit definition master?
What are Client /Account Mapping and Securities
Add or remove sections from your home page layout.
What are Home Settings
Correct a reversal on the import screen
What is Double click the R & select Lot
Redtail, eMoney Advisor, Money Guide Pro
What are Office Intergrations
Two Managers
Who is
Manager -Jake Mesaritis
Manager – Anna Munz
The final step when importing
What is posting
This will override what you have set on the practice level.
What are Client Default Settings
Case already open for an issue with the same advisor
Close as internal redirect & let advisor know correct case number
Billing, Cost Basis, and Import/Definition Master are examples of what
What are modules
Strategic
Who is Jay Wong
Where to process a corporate action
What is the Corporate Action Warehouse.
Beginner
Intermediate Advanced
Webinars
What is the Learning Center / Online Training
CWP password reset link expired
What is having the advisor send a new link
Kelly, Deg, Galee
Who is level 2 Office support
New Team Lead
Who is Omar Arreola
To add a financial institution to the import
What is to add to the import interface
Quick account to track holdings
Advisor has Cost Basis service & Cost Basis is incorrect, missing, or needs updated
What is Escalate to BOS
Office Cloud Planning Resources