Custodial Integrator (CI) Documentation

 

CI Training Videos (outlines with video links)

• CI Universal
• CI Axys/APX

 

CI Variant Guides

 

Other CI-related Documents

• FAQs for CI and AccountView
• CI Implementation Overview
• CI Automation
• CI Bulk Insert Guide
• CI Universal Integration Guide
• CI Validation FAQ
• Position Lots Overview
• Position Lots Supported Financial Institutions