Accounts - It’s Where The Money Is! [31:11]


Either you’re already subscribed to a data aggregator/custodian or you’re looking to see what the big commotion about having one is all about. This session will cover why it’s important to have assets fed in, what comes over and why it’s helpful.

Video not Loading? Unable to view YouTube? CLICK HERE

Click the link below for more information on each of the features covered in the video:

00:56 - Change Site Preferences - General Options

05:48 - Unlinked Accounts

07:59 - Recently Viewed Contacts

08:09 - Contact Overview - Accounts

13:19 - Manually Add Account Values

18:18 - Reports

20:09 - Fiduciary Reports

24:51 - Custom Exports 


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk