Custodial Integrator (CI) Documentation

Training Videos

For training videos for CI Universal and CI Axys/APX, refer to ByAllAccounts Training Resources

 

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