GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review

Size: px
Start display at page:

Download "GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review"

Transcription

1 GUIDE TO ONLINE FILING OF COMPLIANCE FORMS Trust Assurance & Practice Review The Real Estate Council of Alberta (RECA) requires real estate and mortgage brokerages that have received or held trust funds to file a Brokerage s Representations to the Real Estate Council of Alberta (Form 2) and an Accountant s Report (Form 3) within three months of the brokerage s fiscal year end. If you have not received or held money on the account of others during the period being reported on, a broker is required to file a Declaration of Absence of trust transactions (Form 4 -MyRECA online filing only) within three months of the brokerage s fiscal year end. *The Accountant s Report must be completed by a Chartered Accountant, a Certified General Accountant or a Certified Management Accountant, Chartered Professional Accountant. The Brokerages will be able to electronically file Form 2 using their MyRECA account. Accountants engaged by an Alberta brokerage will also be given access to MyRECA for the purpose of electronically filing Form 3 on behalf of an Alberta brokerage. Electronic filing is optional. Brokers wishing to file accounting reports using the current process will still be able to file by sending their reporting to the RECA office via mail at Suite 350, 4954 Richard Road SW, Calgary, AB T3E 6L1, fax or audit@reca.ca. Brokers who wish to file Form 2 electronically should confirm with their chosen accountant that he or she will file Form 3 using MyRECA. Also note that electronic filing is only available to brokers who continue to be the registered broker at the date of filing. The process for electronically filing is very straight-forward. Brokers will submit their required document using the their MyRECA account ( My Brokerage tab- Accounting Reports menu - choose Add new Accounting Report button). Upon successful filing of Form 2, brokers will be provided with a link and an Application ID number, which they will forward to their accountant to complete their Form 3. RECA expects brokers will complete an engagement letter (Form 1) with their chosen accountant however is not required if submitting through MyRECA online. Accountants must also have a MyRECA username and password to complete the Form 3 online.

2 Trust Assurance and Practice Review Forms Please read the instructions below and complete all of the necessary forms in full. Brokerages are still required to report even if they have not maintained a trust account during the period being reported on. Incomplete forms will be returned to the brokerage and may be considered not to have been received. Administrative penalties may be issued if the forms are not received by the required date. If you or your accountant choose to prepare the forms below in any other format, ensure that there are no changes to the wording Real Estate Brokerage Forms FOR MANUAL FILINGS If you have received or held money on the account of others during the period being reported on, complete, sign, and return to the Real Estate Council of Alberta the following forms: Form 1: Engagement Letter Between Accountant and Client Form 2: Real Estate Brokerage s Representations to RECA Form 3: Accountant s Report Form 4: MyRECA ONLINE ONLY - If you have not received or held money on the account of others during the period being reported on. Please click here for instructions on how to file Form 4: Declaration Respecting Absence of Trust Transactions. Mortgage Brokerages Forms FOR MANUAL FILINGS If you have received or held money on the account of others during the period being reported on, complete, sign, and return to the Real Estate Council of Alberta the following forms: Form 1: Engagement Letter Between Accountant and Client Form 2: Mortgage Brokerage s Representations to RECA Form 3: Accountant s Report Form 4: MyRECA ONLINE ONLY - If you have not received or held money on the account of others during the period being reported on. Please click here for instructions on how to file Form 4: Declaration Respecting Absence of Trust Transactions. Submit via mail: Suite 202, Ave SW, Calgary, Alberta T3C 0M9 Fax: or audit@reca.ca

3

4 Trust Accounts and Accounting Reports adding/editing/closing trust accounts completing fiscal-year-end accounting forms brokerage accountants and MyRECA

5 Add, edit or close trust accounts here.

6 Fiscal year end reporting is done here. To complete Form 3 Accountant's Report, your accountant must create a MyRECA account as a Brokerage Accountant. Tutorials are available for them.

7 Read all instructions carefully. Select which type of report you re submitting.

8 First Time Login Brokerage Accountants

9 Once brokerage accountants create an account, they log in here.

10 Select Brokerage Accountant from the drop down menu.

11 Input your business address. Input your phone numbers. At least one should be your business number.

12 RECA reviews your credentials then approves you as a brokerage accountant. Before RECA approval, your account is limited to the personal and contact information found within the My Account tab.

13 Once approved, RECA notifies you, and the Accountant tab appears in your account. This is where you search for Form 3 Accountant Report forms sent to you by a brokerage.

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW)

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) Manual Version: 1.1 Last Updated: 29 th Sept, 2015 Contents DashBoard... 1 Balance Summary... 2 Transaction History... 4 View Profile... 7 Edit Profile...

More information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must

More information

ProSuite and Stewart Title NextSTEPS

ProSuite and Stewart Title NextSTEPS ProSuite and Stewart Title NextSTEPS Do you order Title Insurance from Stewart Title NextSTEPS? Do you order online and find yourself manually completing much of the same information that you have already

More information

Stewart Title. Closing Protection Letter Integration

Stewart Title. Closing Protection Letter Integration Help and Tutorials Stewart Title Stewart Title Guaranty Company and Stewart Title Insurance Company Closing Protection Letter Integration Overview: TitleDesktop/MagramOnline has been integrated with the

More information

Financial Check-In Liberty University Online Academy

Financial Check-In Liberty University Online Academy Liberty University Online Academy From the Liberty University home page: www.liberty.edu Select Sign In Claim New Account Claim New Account An Academy student MUST Claim New Account to set up the Username

More information

BlueCard Tutorial Using Medical Policy and Prior Authorization Routers

BlueCard Tutorial Using Medical Policy and Prior Authorization Routers BlueCard Tutorial Using Medical Policy and Learn to Check Medical Policies and Prior Authorizations of other Blue plans After completing the BlueCard Medical Policy and Prior Authorization Routers tutorial,

More information

BrokerX. Quick Start. Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox

BrokerX. Quick Start. Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox BrokerX Quick Start Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox Navigate to the Login Page: Access our BrokerX Portal by first going to our website at www.homexmortgage.com. Click

More information

Supplier Registration: Real Estate Broker-Agent

Supplier Registration: Real Estate Broker-Agent Supplier Registration: Real Estate Broker-Agent Quick Reference Guide 2016 Fannie Mae. Trademarks of Fannie Mae. 1 Registering as a Broker or Agent Registering in ProcureOne enables Fannie Mae to contact

More information

Online access to your pension account 24/7

Online access to your pension account 24/7 Online access to your pension account 24/7 The following is a list of features that you will find as you work your way through the portal: Current account balance Investment profile changes Account balance

More information

Online Help for Client Employees

Online Help for Client Employees Online Help for Client Employees Accessing the portal (Employee) HowdenBenefits.com is an online web based Self Service Portal that enables employees to view details of insurance products offered by their

More information

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE RETIREMENT MANAGER LOGIN The Retirement Manager Login page is located at: https://www.myretirementmanager.com/. Enter your ID and

More information

System Generated Reviews. Training Manual

System Generated Reviews. Training Manual System Generated s Training Manual 360 Lifecycle automatically generates your future sales opportunities based on key dates entered against each policy record. These opportunities are generated overnight

More information

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a

More information

Pension Schemes Online Guide

Pension Schemes Online Guide Pension Schemes Online Guide taking care of you... Contents How do I log on? What is my dashboard? How do I view my contributions history? How do I find out the value of my fund? What is my contribution

More information

Payment Plan Guide. Log into the Bill and Payment System with your PatriotWeb Username and Password.

Payment Plan Guide. Log into the Bill and Payment System with your PatriotWeb Username and Password. Payment Plan Guide Log into the Bill and Payment System with your PatriotWeb Username and Password. Authorized Users sign in through the Authorized User area with their email, and the password set up through

More information

INTERNET BANKING SERVICE

INTERNET BANKING SERVICE INTERNET BANKING SERVICE instruction manual CONTENTS 1. New Features 2 2. Login 2 3. Main menu 3 4. Accounts 3 4.1 Account summary 3 4.2 Operative accounts 4 4.3 Deposit accounts 4 4.4 Loan accounts 5

More information

User Guide for Pricing Engine

User Guide for Pricing Engine User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2

More information

How To Enter or Change My Direct Deposit Banking Information

How To Enter or Change My Direct Deposit Banking Information Step 1: Go the the Lakeland Home Page found here: http://info.lakelandregional.org/pages/home.aspx Click on myworkplace Step 2: In the left hand margin, scroll down to mybenefits/ Payroll and click on

More information

Liberty University Online Student Financial Check-In

Liberty University Online Student Financial Check-In Liberty University Online Student Financial Check-In From the Liberty University home page: www.liberty.edu Select mylu Student Login Student Login 1. Enter username and password 2. Select Sign In Student

More information

Accounting. With Sage One Integration Set-Up Guide

Accounting. With Sage One Integration Set-Up Guide Accounting With Sage One Integration Set-Up Guide T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 2 Contents Page Setting up the Sage One Integration... 3 Requirements... 3 1. Integration:...

More information

Login and Trading Demo for SBISMART Android App.

Login and Trading Demo for SBISMART Android App. Login and Trading Demo for SBISMART Android App www.sbismart.com This is the home screen of SBISMART android app for logging into your trading and demat account. Now, for logging in you have to enter the

More information

INVESTOR360 : ADDITIONAL ASSETS

INVESTOR360 : ADDITIONAL ASSETS INVESTOR360 : ADDITIONAL ASSETS The Additional Assets section displays a list of outside assets associated with the account, such as bank accounts, loans, and credit cards, as well as assets manually entered

More information

Visit

Visit Visit www.ubt.com/rps Select Retirement Plan Participant (As shown to the left) Log on Initial login to retirement account Username: Social Security # (No spaces or dashes) Password: Birth date (4 digits)

More information

Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018

Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Table of Contents Claims Packaging Tool (CPT) Overview...3 CPT Servicer Use... 3 Flow Chart and Timeline...4 Claims

More information

BudgetPak Budget Development Process Phase II

BudgetPak Budget Development Process Phase II BudgetPak Budget Development Process Phase II Overview This guide contains instructions on how to complete the FY08 Operating Budget Phase II Reallocation Process using BudgetPak. To further aid, BudgetPak

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch August 2015 Notice to Recipient This manual contains proprietary and confidential information

More information

HOW TO ACCESS YOUR PENSION ACCOUNT ONLINE THROUGH THE MEMBER BENEFITS ONLINE SYSTEM (MBOS)

HOW TO ACCESS YOUR PENSION ACCOUNT ONLINE THROUGH THE MEMBER BENEFITS ONLINE SYSTEM (MBOS) HOW TO ACCESS YOUR PENSION ACCOUNT ONLINE THROUGH THE MEMBER BENEFITS ONLINE SYSTEM (MBOS) REGISTRATION FOR FIRST TIME USERS To use MBOS you must register with both MBOS and the mynewjersey Web site. These

More information

Bill Registration Process through IDBI Net Banking. 1. Login to IDBI Bank net Banking from IDBI Bank website - https://www.idbi.

Bill Registration Process through IDBI Net Banking. 1. Login to IDBI Bank net Banking from IDBI Bank website - https://www.idbi. Bill Registration Process through IDBI Net Banking 1. Login to IDBI Bank net Banking from IDBI Bank website - https://www.idbi.com 2. Post login click on "Bills" Tab to check the sub options available

More information

EZ Parent Center Directions First Time Parent Sign Up with Meal Preordering

EZ Parent Center Directions First Time Parent Sign Up with Meal Preordering EZ Parent Center Directions First Time Parent Sign Up with Meal Preordering Below are the instructions for parents to create an account and request access to one or multiple students. After a successful

More information

Maria Pappas. Cook County Treasurer

Maria Pappas. Cook County Treasurer Maria Pappas Cook County Treasurer Re: Tax Year 2016 2nd Installment Third Party Agent (TPA) Program Dear TPA Program Participants: The TPA Program web site (available at www.cookcountytreasurer.com/tpa)

More information

Residential Student Financial Check-In

Residential Student Financial Check-In Residential Student Financial Check-In From the Liberty University home page: www.liberty.edu Select Sign In Student Login Student Login 1. Enter your username and password 2. Select Sign In Student Login

More information

Dealer Manual. Express Carefree Maintenance Claim Net Remittance

Dealer Manual. Express Carefree Maintenance Claim Net Remittance Dealer Manual Express Carefree Maintenance Claim Net Remittance Express Systems Inc. 11 Vanderbilt Irvine, CA 92618 Phone 800.705.4001 Fax 949.727.0393 Express Carefree Maintenance Claims Express allows

More information

How To: File and Remit a Payment

How To: File and Remit a Payment How To: File and Remit a Payment Step 1: Log in to the TDT online portal Visit www.pbctax.com. Click Tourist Development Tax within the Search or Pay Here box. Step 2: Enter your login credentials Enter

More information

Lender Connect Collaboration

Lender Connect Collaboration Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Infinite Campus Portal Parents Quick Reference

Infinite Campus Portal Parents Quick Reference Infinite Campus Portal Parents Quick Reference I n f i n i t e C a m p u s P o r t a l i s a w a y f o r p a r e n t s / g u a r d i a n s t o a c c e s s s t u d e n t i n f o r m a t i o n, r e g i s

More information

FX-GO platform Webtrader manual V 2.0

FX-GO platform Webtrader manual V 2.0 FX-GO platform Webtrader manual V 2.0 TradeTools FX FX-GO platform - Webtrader manual V. 2.0 - Product description Table of contents: 1 FXGO Webtrader... 2 1.1 Product description... 2 1.2 Login to Trade

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information

More information

Liberty University Online Student Financial Check-In

Liberty University Online Student Financial Check-In Liberty University Online Student Financial Check-In From the Liberty University home page: www.liberty.edu Select Sign in Student Login Student Login 1. Enter username and password 2. Select Sign In Student

More information

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionS_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

( ) M-F 8 AM 6PM

( ) M-F 8 AM 6PM To begin your registration, visit https://my.adp.com. If you are a First Time User, click Register Now you will need the following registration code: SoGAMedCtr-ess If you have already registered, enter

More information

Assigning Existing Payment Plan to Student Account

Assigning Existing Payment Plan to Student Account File Name Assigning Existing Payment Plan to Student Account.doc Version 8.9 Date Modified 7/14/2008 Last Changed by ASDS Status FINAL Concept Payment plans enable students to pay their education expenses

More information

Manage Your Account. User Guide. Retirement planning made easier by Legal & General

Manage Your Account. User Guide. Retirement planning made easier by Legal & General Manage Your Account User Guide Retirement planning made easier by Legal & General Contents What is Manage Your Account (MYA)? 2 How does it work? 3 Why use MYA? 3 Manage Your Account step by step 4 Starting

More information

Quote & Buy Claims Notification User Manual

Quote & Buy Claims Notification User Manual Quote & Buy Claims Notification User Manual 1 Table of Contents Quote and Buy Dashboard 3 New Quote...... 4 Referring to Lorega.10 Renewals.11 Claims Notification Submitting a new claim.13 Account Management

More information

BACK UP YOUR CURRENT DATA

BACK UP YOUR CURRENT DATA Online Banking Web Connect to Direct Connect Conversion QUICKEN Essentials for Mac 2007 for NASA Federal Credit Union If you already use Quicken to upload your NASA Federal Credit Union account information

More information

School Online Payments Parent User Guide

School Online Payments Parent User Guide School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create

More information

HomePath Online Offers Guide for Selling Agents

HomePath Online Offers Guide for Selling Agents HomePath Online Offers Guide for Selling Agents 2012 Fannie Mae. Trademarks of Fannie Mae FM 0912 1 Table of Contents Introduction...3 Online Offers User Support...3 Your Account...4 Registering on HomePath.com...4

More information

SMA. Quick Reference Guide

SMA. Quick Reference Guide SMA Quick Reference Guide 1 CONTENTS 1 Logging in 4 Customisations 2 Identifying the applicants 5 Additions and withdrawals 3 Creating the application 6 Reporting 2 LOGGING IN Login to the SMA via the

More information

Radian LendingQB Mortgage Insurance User Guide. Revised January 19, 2017

Radian LendingQB Mortgage Insurance User Guide. Revised January 19, 2017 Mortgage Insurance User Guide Revised Contents Radian Mortgage Insurance User Guide... 1 1. Objective... 3 2. Logging into... 3 3. Adding Radian as a Mortgage Insurance Provider... 4 4. Entering Branch

More information

Managing North American Title Policy Jacket Transactions in SoftPro 360

Managing North American Title Policy Jacket Transactions in SoftPro 360 Managing North American Title Policy Jacket Transactions in SoftPro 360 How to Submit a Transaction to North American Title North American Title Insurance Company, an underwriter that will issue Title

More information

LLC Quick Reference Guide

LLC Quick Reference Guide LLC Quick Reference Guide The Conveyancer (Do Process Software LP) Once you obtain your User ID and Password from FCT by email and you are ready to setup your LLC Account, log into The Conveyancer application.

More information

IRCTC ewallet Registration

IRCTC ewallet Registration IRCTC ewallet User Guide About IRCTC ewallet IRCTC ewallet is a scheme under which user can deposit money in advance with IRCTC and can be used as payment option along with other payment options available

More information

SMA Training Guide 9/06/2016

SMA Training Guide 9/06/2016 SMA Training Guide 9/06/2016 Agenda Logging into the SMA Creating an SMA application online Customising an SMA account (optional) Reporting Support Log into the SMA Log into the SMA via the login page

More information

ACCESSING THE RESIDENT PORTAL

ACCESSING THE RESIDENT PORTAL ACCESSING THE RESIDENT PORTAL STEP 1: Visit. STEP 2: In the top right corner of the screen, select Resident Log-in 1 LOGGING INTO YOUR RESIDENT PORTAL Tip: You may consider bookmarking this page since

More information

USER MANUAL CONTRACTOR

USER MANUAL CONTRACTOR ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) PROJECT RISK AND INSURANCE MANAGEMENT SYSTEM USER MANUAL CONTRACTOR Prepared by : ERP21 SDN. BHD. LOT 8, JALAN PJU 3/39, SUNWAY DAMANSARA TECHNOLOGY PARK,

More information

REFUND OVERVIEW. Here s an overview on how refunds should be handled:

REFUND OVERVIEW. Here s an overview on how refunds should be handled: 1 REFUND OVERVIEW Here s an overview on how refunds should be handled: 1. Agree with the customer on how the product(s) will be returned Verify with the customer that you have their correct email address.

More information

Transfer an Employee s Time Off Balance

Transfer an Employee s Time Off Balance Absence & Leave Transfer an Employee s Time Off Balance Use this job aid to: Transfer an employee s Time Off Plan balance from their current plan to their future plan View the transfer with a Time Off

More information

HOW TO SWITCH AN INVESTMENT HOW TO SWITCH AN INVESTMENT GETTING STARTED HELP GUIDE. Use this step by step guide designed to help you get started.

HOW TO SWITCH AN INVESTMENT HOW TO SWITCH AN INVESTMENT GETTING STARTED HELP GUIDE. Use this step by step guide designed to help you get started. HOW TO SWITCH AN INVESTMENT HOW TO SWITCH AN INVESTMENT GETTING STARTED HELP GUIDE Use this step by step guide designed to help you get started. How to switch an investment 2 TABLE OF CONTENTS How it works:

More information

ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM)

ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) PROJECT RISK AND INSURANCE MANAGEMENT SYSTEM USER MANUAL INSURER Prepared by : ERP21 SDN. BHD. LOT 8, JALAN PJU 3/39, SUNWAY DAMANSARA TECHNOLOGY PARK,

More information

To create your own password, log in via the link in the second .

To create your own password, log in via the link in the second  . NOTE: In order to use the AccountChek services through the Encompass interface, your system admin has to enable AccountChek available to your company, and a login must be created for you by the AccountChek

More information

Make a e-check payment online!

Make a e-check payment online! Make a e-check payment online! When you visit our website to make a payment by e-check, you can take advantage of many features including: The option to schedule payments on a monthly, quarterly, semi-annual

More information

Pension Web Guide. Pension Web Guide for Members

Pension Web Guide. Pension Web Guide for Members Pension Web Guide Pension Web Guide for Members Introduction BF&M s Pension Website provides online access to your pension account 24 hours a day, 7 days a week. The following is a list of features that

More information

Using Junxure with TD Ameritrade Institutional s Veo Platform. October 2012

Using Junxure with TD Ameritrade Institutional s Veo Platform. October 2012 Using Junxure with TD Ameritrade Institutional s Veo Platform October 2012 1 Access to the Veo platform's open access capabilities is provided as a service to financial advisors using the brokerage, execution

More information

Adviser Guide: MPPM Website Accessing client portfolios & resources pages

Adviser Guide: MPPM Website Accessing client portfolios & resources pages Macquarie Private Portfolio Management Adviser Guide: MPPM Website Accessing client portfolios & resources pages Prepared: September 2012 Contact: Ph: 1800 501 180 Email: mppm@macquarie.com Landing Page

More information

Advisor Proposal Generator. Getting Started

Advisor Proposal Generator. Getting Started Advisor Proposal Generator Getting Started After logging in, Press the New Proposal button 2 P a g e Either press the Select from list button to choose a previously entered Household or enter information

More information

USER MANUAL PROJECT MANAGER

USER MANUAL PROJECT MANAGER ENTERPRISE WIDE RISK MANAGEMENT DEPARTMENT (EWRM) PROJECT RISK AND INSURANCE MANAGEMENT SYSTEM USER MANUAL PROJECT MANAGER Prepared by : ERP21 SDN. BHD. LOT 8, JALAN PJU 3/39, SUNWAY DAMANSARA TECHNOLOGY

More information

Procedure: Ordering An AUS Date Issued: 09/24/2015 Date Effective: 09/24/2015 Date Revised:

Procedure: Ordering An AUS Date Issued: 09/24/2015 Date Effective: 09/24/2015 Date Revised: PNP SPECIFICATIONS PNP Name/ History Procedure: Ordering An AUS Date Issued: 09/24/2015 Date Effective: 09/24/2015 Date Revised: Production Channels Retail Correspondent Wholesale Accountable Personnel/

More information

Navigating Bill It Now

Navigating Bill It Now Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,

More information

VHFA Loan Origination Center

VHFA Loan Origination Center User Guide 1 How to Access 3 Where to access (1) www.vhfa.org Home Page > (2) Business Partners > (3) Loan Origination Center 1 2 3 4 Access & Log In 5 First time access (1) Enter Lender ID, Username and

More information

A GUIDE TO MY AMERICORPS

A GUIDE TO MY AMERICORPS A GUIDE TO MY AMERICORPS IN MY AMERICORPS, YOU CAN.. Search AmeriCorps program opportunities, create an AmeriCorps application, and apply for positions Manage your education award Request Forbearance on

More information

Radian Mortgage Insurance

Radian Mortgage Insurance LOS Interface Administrator/User Guide Radian Mortgage Insurance 2012 PCLender, LLC Contents Introduction... 3 Interface Features... 3 Interface Requirements... 3 Interface Considerations... 4 How Does

More information

MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES)

MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES) MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES) MERCERSPECTRUM OVERVIEW This guide provides an overview of MercerSpectrum, one of our two online options used for providing

More information

Liberty University Online Academy Financial Check-In

Liberty University Online Academy Financial Check-In Liberty University Online Academy Financial Check-In From the Liberty University home page: www.liberty.edu Select mylu Student Login Claiming New Account An Academy student MUST Claim New Account to set

More information

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide Step 1: Login Process 1. Visit the UG-Research Management Application Portal (UG-ReMAP) to initiate your

More information

Quick Start Guide To Report 401k Contributions Online

Quick Start Guide To Report 401k Contributions Online Northern California Carpenters 401k Plan Quick Start Guide To Report 401k Contributions Online Employer Services v1.4 1 Dear Employer, Effective January 1, 2019, contributions to the Northern California

More information

Lender Administrators Training

Lender Administrators Training Lender Administrators Training 101 - FHA ELECTRONIC APPRAISAL DELIVERY (EAD) PORTAL This document reflects current policy related to this topic. Its content is approved for use in all external and internal

More information

Submitting Claims Through the RPG Participant Portal

Submitting Claims Through the RPG Participant Portal Submitting Claims Through the RPG Participant Portal FSA Procedures Claims are processed on an ongoing basis Reimbursement cycles occur twice a month*: The first business day of the calendar month for

More information

META TRADER 4 MOBILE (ANDROID) USER GUIDE MOBILE (ANDROID) USER GUIDE.

META TRADER 4 MOBILE (ANDROID) USER GUIDE MOBILE (ANDROID) USER GUIDE. MOBILE (ANDROID) USER GUIDE www.fxbtrading.com 1 CONTENTS Download and installation...3 Quotes...5 Chart...8 Type of orders...10 History...13 Indicators for technical analysis...14 2 MetaTrader 4 for Android

More information

LZS PORTAL USER MANUAL BUDGET TRANSFER. MS Dynamic Portal Budget Transfer P a g e

LZS PORTAL USER MANUAL BUDGET TRANSFER. MS Dynamic Portal Budget Transfer P a g e LZS BUDGET TRANSFER PORTAL USER MANUAL 1 P a g e REQUESTOR GUIDE 1. Open URL https://portalgp.zakatselangor.com.my/gpdbtportal/login.aspx 2. Choose Company and Login to portal using Email Id and given

More information

User Guide October, Payment Manager Elavon Features Working with Transend Pay RAs

User Guide October, Payment Manager Elavon Features Working with Transend Pay RAs User Guide October, 2014 Payment Manager Elavon Features Working with Transend Pay RAs Contents 1 Working with TRANSEND PAY Remittance Advices in Payment Manager 3 1.1 LOGIN TO PAYMENT MANAGER 3 1.2 FIND

More information

Medicaid MCO Complaints

Medicaid MCO Complaints Medicaid MCO Complaints Medicaid Prompt Payment Compliance Branch Department of Insurance Presentation at the Fall Provider Workshops sponsored by the Department for Medicaid Services and HP Enterprises

More information

14. Roster Processing

14. Roster Processing 14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the

More information

e-trading on Trigold Prospector: a guide

e-trading on Trigold Prospector: a guide e-trading on Trigold Prospector: a guide www.iress.co.uk e-trading on Trigold Prospector What is e-trading? e-trading is a general term for making applications to lenders and product providers from your

More information

The Smart way to pay Professional Fees Professional Advisors User Guide

The Smart way to pay Professional Fees Professional Advisors User Guide The Smart way to pay Professional Fees Professional Advisors User Guide PO Box 113-027, Newmarket, Auckland 1149. Level 3, Ideal House, 4 Gillies Ave, Newmarket. 1 Table of Contents About feesmart... 4

More information

Western Livestock Price Insurance Program WEB HELP GUIDE

Western Livestock Price Insurance Program WEB HELP GUIDE Western Livestock Price Insurance Program WEB HELP GUIDE Western Livestock Price Insurance Program Web Help Guide WLPIP Basics... 3 A. First Time Accessing WLPIP?... 4 Using your Activation Key... 4 B.

More information

KETs Technology Centres Management. [ Quick Guide ]

KETs Technology Centres Management. [ Quick Guide ] KETs Technology Centres Management [ Quick Guide ] Last Update: 4 December 2017 Contents Introduction 1 Consulting/Updating the List of KETs Technology Centres 2 Consulting KETs Technology Centres... 3

More information

Health Care Facility (Medical/Pharma) Change of Plan. Feb, 2013 TABLE OF CONTENTS

Health Care Facility (Medical/Pharma) Change of Plan. Feb, 2013 TABLE OF CONTENTS Process Health Care Facility Change Of Plan Health Care Facility (Medical/Pharma) Change of Plan Feb, 2013 TABLE OF CONTENTS 1.0 GENERAL INFORMATION 3 1.1 SYSTEM OVERVIEW 3 1.2 AUTHORIZED USE PERMISSION

More information

Participant User Guide

Participant User Guide Participant User Guide Introduction planwithease.com is an online administrative system that helps Plan Sponsors (generally your employer) manage their 403(b) and/or 457 plans in accordance with the Internal

More information

Welcome to the SLAS Clearinghouse!

Welcome to the SLAS Clearinghouse! Welcome to the SLAS Clearinghouse! The SLAS Clearinghouse (SLAS) is a service of the Florida Surplus Lines Service Office (FSLSO) that directly serves member states by providing a filing platform to their

More information

Banner Finance. Self Service Manual

Banner Finance. Self Service Manual Banner Finance Self Service Manual 12/06/2011 Table of Contents Logging into Banner Finance Self Service... 2 Budget Queries... 5 Saving Budget Queries... 15 Encumbrance Queries... 21 Budget Transfers...

More information

Post Payment Documentation Request Portal

Post Payment Documentation Request Portal Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way

More information

HomePath Online Offers Guide for Public Entity and Non-Profit Buyers

HomePath Online Offers Guide for Public Entity and Non-Profit Buyers HomePath Online Offers Guide for Public Entity and Non-Profit Buyers 2017 Fannie Mae. Trademarks of Fannie Mae. July 2017 1 Table of Contents Introduction... 3 HomePath Online Offers User Support... 3

More information

CREATING AN EXPENSE REPORT

CREATING AN EXPENSE REPORT Doc Ref: FMIS User Manual CREATING AN EXPENSE REPORT File Ref: ITDC FMIS UMFMIE001-20170623 (v.2) 2 Doc Ref: FMIS User Manual FMIS User Manual Internet Expenses Author: Creation Date: Last Updated: 23

More information

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA.

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. ONLINE ENROLLMENT All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. **HRA/VEBA enrollment will not require online enrollment in 2018 2018

More information

FUND RESEARCH. 1 Fund Research User Guide Selectapension

FUND RESEARCH. 1 Fund Research User Guide Selectapension FUND RESEARCH 1 Fund Research User Guide Selectapension CONTENTS 1. SELECTAPENSION LOGIN... 3 2. WELCOME... 4 3. FUND RESEARCH... 5 FUND CRITERIA... 5-6 SELECTING FUNDS... 7 PORTFOLIO X-RAY... 8 2 Fund

More information

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In Sign Up : Sign In :... 6

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In Sign Up : Sign In :... 6 Table of Contents Key Summary of the E-Filing Process... 3 Step 1. Sign Up / Sign In... 5 1.1 Sign Up :... 5 1.2 Sign In :... 6 Step 2. Download Spreadsheet CT & ixbrl A/c / Co. House / VAT... 7 Step 3.

More information

Platform Manual. how to use C-Crypto trading platform

Platform Manual. how to use C-Crypto trading platform Platform Manual how to use C-Crypto trading platform 2 2 3 4 4 4 5 6 7 8 9 Creating account Logging in Trading Deal modifying Deal closure Limit orders One-click order Trading tools Charts Hedging/Locking

More information

Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual

Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual The Pensions Online Filing System is the secure website for plans registered in Alberta

More information

RHBInvest Mobile App 2.0 User Guide for ipad

RHBInvest Mobile App 2.0 User Guide for ipad RHBInvest Mobile App 2.0 User Guide for ipad Page 1 Contents Login to RHBInvest Mobile App 2.0 for ipad... 3 Stocks Tab... 4 Order Placement... 5 Amend / Withdraw Order... 7 Watchlist... 10 Alert Criteria...

More information