Download COMMSEC ADVISER SERVICES USER GUIDE
Transcript
COMMSEC ADVISER SERVICES USER GUIDE Report Queue Whilst a number of reports are available instantly, some reports require time to generate and will become available from the Report Queue. You can download your reports from the Report Queue by clicking the blue Download link. FEATURES Once a report has been successfully generated in the Report Queue, you can download and save the report On the Administration page, you can elect to receive up to five copies of your client’s confirmation and options statements and order notifications for free. 29 of 35