Investment Download Web Tutorial
The Advisors Assistant Investment Download Programs can save you thousands of hours of data entry time. Why enter transactions manually when you can download them daily? Learn how to use the Investment Download Programs to keep your clients' investments up to date.
When processing the downloaded information into Advisors Assistant, the screens are almost identical for each download program (ie. DST FAN Mail, DAZL, Pershing, Fidelity/NFS, TD Waterhouse, and more.) The Investment Download Tutorial will use DST FAN Mail to show the download process - once you know how to perform one investment download, you can do any other Advisors Assistant Investment Download.
The Investment Download Web Tutorial covers the following topics:
- Setting up your DST Program Preferences
- Retrieving your DST files
- Processing the files into Advisors Assistant
- Exploring the Download Process Reports
- Calculating New Market Values
- Reconciling Investments
- Finding transferred investments using the Discontinued Positions Utility
- Updating the Advisors Assistant CUSIP Reference File
The Investment Download Tutorial has 2 1/2 hours of lessons, and when you purchase it for just $49 you receive 7 1/2 hours of time. You can spend those hours however you'd like - 3 people can go through the complete Tutorial, or you can repeat different lessons as many times as you'd like.
There is no expiration date attached to the Tutorials - 6 months from now you can log into the Tutorial if you still have time available.
Call 800-799-4267 or 805-773-7981 to start using the
Advisors Assistant Web Tutorials Today!
Problems with this web site should be emailed to the Webmaster
Copyright 1999– 2006, Client Marketing Systems, Inc.