AccountView Documentation

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• AccountView User Documentation
• Advisor Guide
• Client Guide
• FAQs for AccountView and Custodial Integrator (CI)
• AccountView Videos
• Overview of basic capabilities
• Training (outline with video links)
• Simplified consumer user interface (UI)
• In-session Activation Codes (ISAC)
• Advisor Workstation
• New customers
• Customization Guide for AccountView
• Templates for customizing AccountView email are here
• Customization Guide for AccountView Consumer UI
• Files for customizing styling of Consumer UI are here
• Workflows for addding accounts to Consumer UI (CUI)
• Single Sign-On Guide
• Account Discovery
• Managing registration code requirements
• CI SaaS
• Video overview of CI SaaS capabilities
• Enhanced AccountView export files for PortfolioCenter
• Feature comparison for CI PC SaaS and CI Desktop
• CI SaaS Training Videos
• CI SaaS Migration Outline and Training Videos
• CI SaaS Migration Instructions
• CI SaaS Migration Utility Guide
• Other Documents
• Position Lots Overview
• Position Lots Supported Financial Institutions
• Export using AccountView or DataConnect