Features of ONLINE ACCOUNT ACCESS

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Features of ONLINE ACCOUNT ACCESS"

Transcription

1 Features of ONLINE ACCOUNT ACCESS

2 INTRODUCTION As an investor, we understand that the two key factors that contribute to a successful investment process are getting real-time account information and having the ability to carry out transactions in a seamless manner. With our online account access, you can now access your account information on a real time basis - 24 hours a day at the click of a mouse and also perform any transaction on your accounts (subject to completion of documentary requirements). You will be able to access a host of information including account statements, dividend and transaction history. Key features of online account access: Buy, redeem and switch units online, which means you can transact in a quicker and more convenient manner View, print or your account statement, capital gain statement, dividend history, portfolio valuation & transaction details Register for systematic investment plan (SIP), systematic transfer plan (STP) or a systematic withdrawal plan (SWP) Register for Easy Mobile through our website to receive SMS alerts for your transactions and NAV alerts via SMS View your SIP/SWP/STP transactions including processed and to be processed with payment details Add / Remove accounts to your family portfolio using username Here, we provide a quick preview of the facilities and online features available on our website

3 MY PORTFOLIO The landing page once you successfully login is My Portfolio. The various facilities available under the My Portfolio section 1. View Portfolio View your portfolio details including current value, investment amount, available units etc 2. Account Statements View transaction history as well account statement online Download account statement in PDF format or have it sent to your registered id Quick links to Buy, Redeem & Switch at a fund level 3. Dividend Details View dividend payout details in the My dividends tab 4. Redemption Details View redemption paid details in the My redemptions tab 5. SIP query View details of special products (SIP / STP/ SWP) including processed and to be processed installments with payment details

4 MY TRANSACTIONS The various facilities available under the My Transactions section are 1. Buy Buy additional units in your existing fund or invest in a new fund You may pay for online purchase via net banking or using your VISA debit cards 2. Redeem Units Redeem or withdraw specific number of units/amount from your account, which are free for redemption 3. Switch Switch from an existing fund to another existing fund or new fund 4. Systematic Investment Plan (SIP) Start your systematic investments completely online 5. Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Dividend Transfer Plan (DTP) Register for your SWP, STP and DTP requests online 6. Pending Transactions View the list of pending financial transactions that were done through the website

5 MY PROFILE Under this option, you can 1. Change phone / mobile number, id 2. Register for family access 3. Change your password Change your secret Question & Answer; If you forget your password or lock your username, you can use this answer to reset your password or unlock your username online

6 FAMILY PORTFOLIO 1. View the portfolio of your family investments 2. Add or Remove accounts from the Family Portfolio view Add Accounts Please follow the below steps to add accounts into your family portfolio: 1. The family member (customer folio / account holder) has to login to our website using their username and password 2. He/she has to register for the family access under My profile section and give you access 3. After access has been provided by the family member, you can enter the username and the account number of the family member, whose account you wish to view Remove Accounts To remove accounts/folios from your family portfolio, please follow the below steps 1. Select type of access 2. Select the account/folio number which you would like to remove 3. Click Remove

7 SUBSCRIPTIONS Subscribe/unsubscribe to a host of information including NAV details, news update, weekly market view, portfolio valuation and account statement

8 NOTIFICATIONS Request for a one time mail back for any of the reports given below for a particular account number or for all funds Select the service for which you would like to receive notification on, such as portfolio valuation, account statement, capital gains statement, transaction details and dividend details.

9 EASY SERVICES Franklin Templeton Easy Mobile Register to receive SMS transaction alerts NAV Alerts SMS Subscribe online to receive daily / weekly/ monthly SMS NAV alerts for any three Franklin Templeton funds of your choice

10 LOGOUT This option is for logging out from your user name and password Always click on log out to come out of your user name and password Please do not close the screen without logging out properly doing so would make your username inactive for minutes Frequently Asked Questions (FAQs) Please do refer to the FAQs section of our website for queries that you may have with reference to online access. We hope that you would find the experience to be an exciting one. For queries, please us at or call us at or (Local call rates apply) from 8.a.m. to 9.p.m., Monday to Saturday.

Your Guide to the Personal Finance Portal (PFP)

Your Guide to the Personal Finance Portal (PFP) Your Guide to the Personal Finance Portal (PFP) Introduction to the Personal Finance Portal Access to the Personal Finance Portal (PFP) is provided as part of our Ongoing Service for investment customers.

More information

Getting started. UltraBranch Business Edition. alaskausa.org

Getting started. UltraBranch Business Edition. alaskausa.org Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments

More information

COUNT ONLINE BROKING USER GUIDE

COUNT ONLINE BROKING USER GUIDE Welcome to the Count Online Broking website, offering market-leading functionality to help you get more from your online trading and investing: Powerful charting giving you valuable insight into client

More information

Commsec Adviser Services User Guide

Commsec Adviser Services User Guide Commsec Adviser Services User Guide Welcome to the CommSec Adviser Services trading website, offering market-leading functionality to help you get more from your online trading and investing: Powerful

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS PENSIONS INVESTMENTS LIFE INSURANCE FREQUENTLY ASKED QUESTIONS SELF-INVESTED FUND EXECUTION-ONLY TRADING ACCOUNT Table of Contents 1. Introduction 2. How do I login to the Execution-Only Trading Account

More information

Electronic Access to Securities Information (easi):

Electronic Access to Securities Information (easi): Electronic Access to Securities Information (easi): 1. What is easi? Easi (Electronic Access to Securities Information) is a convenient, easy to operate internet based facility, which allows registered

More information

BERMUDA MONETARY AUTHORITY

BERMUDA MONETARY AUTHORITY BERMUDA MONETARY AUTHORITY GUIDANCE NOTES CLASS A AND CLASS B EXEMPT INVESTMENT FUNDS OCTOBER 2013 TABLE OF CONTENTS I. INTRODUCTION... 3 II. CLASS A EXEMPT FUND... 4 QUALIFICATION REQUIREMENTS... 4 CLASS

More information

isave-iprumf FAQs Product Note July What is isave-iprumf? 2. Benefits of isave-iprumf?

isave-iprumf FAQs Product Note July What is isave-iprumf? 2. Benefits of isave-iprumf? 1. What is isave-iprumf? a. ISave-IPruMF is a mobile app from ICICI Prudential Mutual Fund, to help you in managing your savings more efficiently by investing your money in ICICI Prudential Liquid Plan-Growth

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

Participant Website Guide

Participant Website Guide Participant Website Guide Accessing Your Account... p 1 Online Enrollment... p 2 Summary... p 3 My Portfolio... p 5 Contributions... p 6 Loans & Withdrawals... p 7 Statements & Transactions... p 8 Plan

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

Patersons Online Instruction Guide

Patersons Online Instruction Guide Patersons Online Instruction Guide Welcome to Patersons Online our client website. Your online access will give you access to your portfolio, as well as Patersons wealth of market intelligence, insightful

More information

Simpler ways. to smarter policy management

Simpler ways. to smarter policy management Simpler ways to smarter policy management Managing your policies need not be a challenge especially when you have simple and effective ways of managing them at your fingertips! To ensure seamless management

More information

For adviser use only. MLC AdviserOnline Quick reference guide

For adviser use only. MLC AdviserOnline Quick reference guide For adviser use only MLC AdviserOnline Quick reference guide Preparation date 14 March 2017 Contents What you ll find in this guide Getting started 3 Your adviser desktop 4 Searching for clients 5 Client

More information

USER GUIDE. HOA Online Payments

USER GUIDE. HOA Online Payments USER GUIDE HOA Online Payments For Client Use Effective January 30, 2014 Contents Homeowner Login/Registration Process 1 Homeowner Assessment Payments 3 Homeowner Registration and Profile Setup 6 Payment

More information

Your guide to Fidelity NetBenefits

Your guide to Fidelity NetBenefits Your guide to Fidelity NetBenefits Includes simple steps to: Access and log into Fidelity NetBenefits... Navigate the Home Page... Review Investment Options and Performance... Change Your Savings Plan

More information

Policyholders Guide to Policy, Billing & Claims

Policyholders Guide to Policy, Billing & Claims Policyholders Guide to Policy, Billing & Claims http://www.thezenith.com Contents Zenith Underwriting & Premium Contacts... 3 Policy, Billing & Claims Overview... 4 Login to TheZenith.com... 9 Summary

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS PENSIONS INVESTMENTS LIFE INSURANCE FREQUENTLY ASKED QUESTIONS SELF-INVESTED FUND EXECUTION-ONLY TRADING ACCOUNT 1 Execution-Only Trading Account Frequently Asked Questions TABLE OF CONTENTS Introduction

More information

AyersGTS (Internet) User Manual. Ayers Solutions Limited

AyersGTS (Internet) User Manual. Ayers Solutions Limited AyersGTS (Internet) User Manual By Ayers Solutions Limited Amendment History AyersGTS User Manual (Internet) v1.12.1 Version Date Details V1.0 1-Jun-04 Initial Copy V1.1 3-Aug-04 Updated Images V1.2 20-Dec-04

More information

What to expect with PayFlex

What to expect with PayFlex What to expect with PayFlex Detailed information about one or more of the following reimbursement accounts: Health care flexible spending account (FSA) Dependent care FSA Health reimbursement arrangement

More information

Electronic Access to Securities Information (easi):

Electronic Access to Securities Information (easi): Electronic Access to Securities Information (easi): 1. What is easi? Easi (Electronic Access to Securities Information) is a convenient, easy to operate internet based facility, which allows registered

More information

CONSUMER ONLINE BANKING AGREEMENT AND DISCLOSURE

CONSUMER ONLINE BANKING AGREEMENT AND DISCLOSURE CONSUMER ONLINE BANKING AGREEMENT AND DISCLOSURE When you log on to Jeanne D'Arc Credit Union's Consumer Online Banking service, using your Jeanne D'Arc CU ID Number and password, you agree to be bound

More information

Bank e-auctions. Bidder Participation & Online Bidding Manual (Submission of KYC documents and Bidding Process)

Bank e-auctions. Bidder Participation & Online Bidding Manual (Submission of KYC documents and Bidding Process) Bank e-auctions Bidder Participation & Online Bidding Manual (Submission of KYC documents and Bidding Process) Web-portal: https://www.bankeauctions.com Home Page Important Points KYC / EMD Submission

More information

Market Announcement Platform ( MAP ) User Guide

Market Announcement Platform ( MAP ) User Guide Market Announcement Platform ( MAP ) User Guide May 2017 CONTENTS 1. Introduction... 4 What is MAP?... 4 When does an issuer need to make a Market Announcement?... 4 When can issuers submit announcements

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. February 2018 2018 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. Contents

More information

THE ELECTRONIC BANKING SERVICES AGREEMENT I. ACCEPTING THE ELECTRONIC BANKING SERVICE AGREEMENT

THE ELECTRONIC BANKING SERVICES AGREEMENT I. ACCEPTING THE ELECTRONIC BANKING SERVICE AGREEMENT Rev. 4/17 THE ELECTRONIC BANKING SERVICES AGREEMENT I. ACCEPTING THE ELECTRONIC BANKING SERVICE AGREEMENT This Electronic Banking Services Agreement (the Agreement ) regulates the services provided through

More information

Vassar College 403(b) Retirement Plan Website USER GUIDE _02_BRO_Vassar_UserGuide.indd 1

Vassar College 403(b) Retirement Plan Website USER GUIDE _02_BRO_Vassar_UserGuide.indd 1 Vassar College 403(b) Retirement Plan Website USER GUIDE 32281_02_BRO_Vassar_UserGuide.indd 1 Vassar College is pleased to announce that effective April 3, 2017, we will offer one website and one phone

More information

Winter Tire Program Retailer Handbook

Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Revision History Revision History Version 1.0 September 10, 2014 Initial publication Version 1.1 September 30, 2014 Added printing

More information

TO: Merchants Insurance Group Commercial Lines Agents [EXCEPT NEW YORK]

TO: Merchants Insurance Group Commercial Lines Agents [EXCEPT NEW YORK] February 13, 2017 BULLETIN NO. 5622 TO: Merchants Insurance Group Commercial Lines Agents [EXCEPT NEW YORK] SUBJECT: Introduction of New Credit Card Payment Vendor Agency Bulletin Effective February 13,

More information

Frequently Asked Questions (FAQ s)

Frequently Asked Questions (FAQ s) Frequently Asked Questions (FAQ s) Table of Contents SCHOOLCARE S wellness partner Viverae hosts the SCHOOLCARE Good For You! program through connect.viverae.com. Please find a list of the most commonly

More information

Make everything convenient, easy & fast. A User Guide. for Bualuang ibanking Service

Make everything convenient, easy & fast. A User Guide. for Bualuang ibanking Service Make everything convenient, easy & fast A User Guide for Bualuang ibanking Service Contents Bualuang ibanking Service Meeting All Your Financial Needs Peace of Mind With Bualuang ibanking What is One-Time-Password

More information

MPROFIT. Desktop Portfolio Management Software maximumprofit.investwisely. User. Manual. User Manual

MPROFIT. Desktop Portfolio Management Software maximumprofit.investwisely. User. Manual. User Manual MPROFIT Desktop Portfolio Management Software maximumprofit.investwisely User Manual User Manual Table of Contents Overview 4 Getting Started 4 Activate License... 5 Summary Screen... 5 Getting Started:

More information

Health Savings Account Investments. Unlock the growth potential of your HSA funds

Health Savings Account Investments. Unlock the growth potential of your HSA funds Health Savings Account Investments Unlock the growth potential of your HSA funds 1 Health Savings Account Investments Contents The triple tax benefits of your HSA... 2 Using investments to grow your HSA

More information

PayFlex HealthHub TM Health Savings Account Investment Portal Guide

PayFlex HealthHub TM Health Savings Account Investment Portal Guide PayFlex HealthHub TM Health Savings Account Investment Portal Guide PRESENTED BY: February 24, 2011 10802 Farnam Drive, Suite 100 Omaha, Nebraska 68154 (800) 284-4885 TABLE OF CONTENTS HEALTHHUB Section

More information

Business Internet Banking

Business Internet Banking Business Internet Banking Online banking for your business Managing the Service Guide Version 21 December 2014 Contents 1 Service Features 3 2 Service Availability 4 3 Online Security 4 4 Primary Users

More information

ICICI Bank Canada Student GIC Program Guide Complete Steps

ICICI Bank Canada Student GIC Program Guide Complete Steps ICICI Bank Canada Student GIC Program Guide Complete Steps This program guide outlines the details of the ICICI Bank Canada Student GIC Program, effective October, 2015. Unless otherwise stated, all fees

More information

Risk Navigator. User guide - Prospect

Risk Navigator. User guide - Prospect Risk Navigator User guide - Prospect Risk Navigator is npower s web-based based platform giving customers secure and easy access to market news as it breaks, allowing them to monitor wholesale price movement

More information

IRAdirect User Guide Fully-Administered Program

IRAdirect User Guide Fully-Administered Program IRAdirect User Guide Fully-Administered Program It is understood that the publisher is not engaged in rendering legal or accounting services. Every effort has been made to ensure the accuracy of the material

More information

COMMONWEALTH SMSF. Set-up and administration service Member Dashboard Guide.

COMMONWEALTH SMSF. Set-up and administration service Member Dashboard Guide. COMMONWEALTH SMSF Set-up and administration service Member Dashboard Guide. 2 Commonwealth SMSF Member Dashboard Guide COMMONWEALTH SMSF Your online Member Dashboard provides tools to help you manage your

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. Non-Disclosed Brokers Getting Started Guide August 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. Multiple Funds Investment Manager Getting Started Guide May 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not

More information

Frequently Asked Questions Guide

Frequently Asked Questions Guide Global Card Access Frequently Asked Questions Guide Table of Contents Section I: General Overview... 2 Section II: Registration... 2 Section III: Alerts... 3 Section IV: Online PIN Check... 5 Section V:

More information

An Online Permit Application & Approval System

An Online Permit Application & Approval System An Online Permit Application & Approval System Dagang Net Technologies Sdn Bhd Trader Guide This module is solely for Traders to apply for a permit online and to check the status of their applications

More information

Access to Care. BlueEdge HSA with HSA Bank

Access to Care. BlueEdge HSA with HSA Bank Access to Care SM BlueEdge HSA with HSA Bank Welcome to your BlueEdge HSA, offered by Blue Cross and Blue Shield of Texas (BCBSTX). The BlueEdge HSA combines a high deductible health plan (HDHP) with a

More information

The best way to bank just got better.

The best way to bank just got better. The best way to bank just got better. New, enhanced mobile and online banking services are coming. Details inside. customersbank.com 2 A letter from our President & COO Dear Neighbor: We are always striving

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

User guide. A detailed user guide explaining all our services

User guide. A detailed user guide explaining all our services User guide A detailed user guide explaining all our services June 2017 Important notes This guide does not cover the mobile and tablet versions. Please note that the name Caisse centrale Desjardins (CCD)

More information

Plan Access ABA-RF Guide

Plan Access ABA-RF Guide Plan Access ABA-RF Guide September 1, 2014 Copyright Copyright 2009, 2014 Voya Institutional Plan Services, LLC All rights reserved. No part of this work may be produced or used i4 any form or by any means

More information

Following are the features offered by TBSB for Internet Banking; Index. Particulars

Following are the features offered by TBSB for Internet Banking; Index. Particulars Thane Bharat Sahakari Bank Ltd. with its 38 years of service to the nation embodies safety, trust and integrity. We have always woven these values into our relationship with customers. Internet banking

More information

Group Pensions Online. User Manual for Employees & Members

Group Pensions Online. User Manual for Employees & Members Group Pensions Online User Manual for Employees & Members Contents Introduction 1 Glossary 2 How to access your pension information online 3 Accessing your details 4 Member Details page 5 Viewing Fund

More information

Welcome to Union Bank. Important information regarding changes to your Santa Barbara Bank & Trust business account(s), effective April 22, 2013.

Welcome to Union Bank. Important information regarding changes to your Santa Barbara Bank & Trust business account(s), effective April 22, 2013. Welcome to Union Bank Important information regarding changes to your Santa Barbara Bank & Trust business account(s), effective April 22, 2013. Union Bank appreciates your business. Union Bank is honored

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions Frequently Asked Questions 1. What is IRCTC SBI Card loyalty number? Your IRCTC SBI Card loyalty number is a 11 digit number which gets allocated on approval of IRCTC SBI Card.

More information

Third Party Administrator (TPA) Guide to CONNECT

Third Party Administrator (TPA) Guide to CONNECT Third Party Administrator (TPA) Guide to CONNECT TABLE OF CONTENTS Table of Contents... 2 1. Introduction... 3 1.1 Guide Instructions... 3 1.2 CONNECT System Overview... 3 2. Navigate CONNECT as a TPA...

More information

Bank of america online bill pay credit card

Bank of america online bill pay credit card Bank of america online bill pay credit card Manage your credit card online today.. Credit Card Account Management with Bank of America Credit card account management is. Pay your credit card bill. In person.

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

HOW TO MANAGE YOUR PENSION ONLINE ALL YOU NEED TO KNOW ABOUT ONLINE MEMBER SERVICES

HOW TO MANAGE YOUR PENSION ONLINE ALL YOU NEED TO KNOW ABOUT ONLINE MEMBER SERVICES HOW TO MANAGE YOUR PENSION ONLINE ALL YOU NEED TO KNOW ABOUT ONLINE MEMBER SERVICES PUTTING THE PERSONAL TOUCH INTO CORPORATE PENSIONS PAGE 1 4 REASONS TO MAKE THE MOST OF SCOTTISH WIDOWS MEMBER SERVICES

More information

Your PayFlex Account Guide

Your PayFlex Account Guide Your PayFlex Account Guide Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs), & Flexible Spending Accounts (FSAs) Plan Year: January 1, 2015 December 31, 2015 For the 2015 plan year,

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

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

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any

More information

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE PROVIDER USER GUIDE

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE PROVIDER USER GUIDE Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE PROVIDER USER GUIDE GUIDE OVERVIEW In January 2009, Retirement Manager will assist plan sponsors in the compliance of the 403(b) regulations for

More information

Online Payments Portal

Online Payments Portal 1 Online Payments Portal Help Guide The details below provide a guide on how to navigate the Online Payment Portal (the Portal ) and select your tuition fee payment option. Please note that if applicable,

More information

STUDY PLANNER STUDENT SUPPORT GUIDE

STUDY PLANNER STUDENT SUPPORT GUIDE GLOBAL MOBILITY STUDY PLANNER STUDENT SUPPORT GUIDE Table of Contents Summary of Subject Approval Process... 3 Getting Started... 4 Student Homepage... 5 Creating a Draft Exchange Plan... 6 Exchange Plan

More information

Financial Edge (FE) Instructions

Financial Edge (FE) Instructions Financial Edge (FE) Instructions Welcome to the CU Foundation s accounting system! Please report any issues or make suggestions to accounting@cufund.org. Step 1: Password Set up and Change at the Manage

More information

Business ebanking. Conversion and User Support Guide

Business ebanking. Conversion and User Support Guide Business ebanking Conversion and User Support Guide Spring 2017 Contents Important Information and Dates. 3 Logging In To Business ebanking 4 Business ebanking Important User Actions 9 1 The Future of

More information

Welcome to the BenefitWallet HSA!

Welcome to the BenefitWallet HSA! 2016 2017 Conduent Xerox HR Solutions, Business Services, LLC. All rights LLC. All reserved. rights reserved. BenefitWallet Conduent, is a Conduent trademark Agile of Xerox Star Corporation and BenefitWallet

More information

User Guide for Students

User Guide for Students User Guide for Students Version 1.0 Date : 8 th Dec 2014 2 User Guide for Students Table of Contents 1. Introduction... 3 2. Getting Started... 3 2.1. Prerequisites... 3 2.2. How to access Course Pack

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. Fully Disclosed Brokers Getting Started Guide October 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. Omnibus Brokers Getting Started Guide August 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended to

More information

1.1 Overview of Stock Segregated Account with Statement Service

1.1 Overview of Stock Segregated Account with Statement Service 1. 1.1 Overview of Stock Segregated Account with Statement Service A Stock Segregated Account (SSA) with Statement Service is an account provided by Hong Kong Securities Clearing Company Limited (HKSCC),

More information

Electronic Access to Securities Information and Execution of Secured Transactions (easiest)

Electronic Access to Securities Information and Execution of Secured Transactions (easiest) Electronic Access to Securities Information and Execution of Secured Transactions (easiest) 1. What is easiest? CDSL s internet based facility Easiest (Electronic Access to Securities Information and Execution

More information

User Reference Guide to UTRADE Web. Overview. System Configuration Check. Online trading made easy

User Reference Guide to UTRADE Web. Overview. System Configuration Check. Online trading made easy Online trading made easy Overview Thank you for choosing UTRADE Web, which offers you a hassle-free online trading experience with a wide range of reliable features and tools which empower you to capitalize

More information

Your PayFlex Account Guide

Your PayFlex Account Guide Your PayFlex Account Guide Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) & Flexible Spending Accounts (FSAs) Plan Year: January 1, 2017 December 31, 2017 For the 2017 plan year,

More information

Retirement Services Participant Online Navigation Guide

Retirement Services Participant Online Navigation Guide Retirement Services Participant Online Navigation Guide Table of Contents Accessing the Website... 3 My Plan Dashboard... 5 View Investments... 8 Manage My Account... 9 Plan Statements & Forms... 12 Tools

More information

Online Enrollment Instructions

Online Enrollment Instructions Online Enrollment Instructions First Financial Group of America is happy to provide you with an on-line web based benefits communication system. Here you can enroll in or make changes to your Cafeteria

More information

Hirose Financial UK Ltd. 27 Austin Friars London EC2N 2QP

Hirose Financial UK Ltd. 27 Austin Friars London EC2N 2QP 27 Austin Friars London EC2N 2QP info@hiroseuk.com 1 Table of Contents Page Download Android Application Download an Application from Google Play 3 Login 4 Payments Deposits into a Binary Account 4 Transfer

More information

FAQ. Jump to. How does one Finch? Signing Up. Pay and Request. Tabs. Bank Transfers. Bank Account and Cards. Account Settings and Security

FAQ. Jump to. How does one Finch? Signing Up. Pay and Request. Tabs. Bank Transfers. Bank Account and Cards. Account Settings and Security FAQ How does one Finch? Jump to Signing Up Pay and Request Tabs Bank Transfers Bank Account and Cards Account Settings and Security Signing Up Having trouble getting started? Where can I sign up? You can

More information

VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017

VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017 VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017 Contents 1. Brief overview of this user guide... 3 2. Creating and using your e-services account... 4 2.1 Create an e-services account

More information

Flexible Spending Accounts. for Employees

Flexible Spending Accounts. for Employees Flexible Spending Accounts for Employees Online Resources The following resources are available online: Your available flex balance A list of eligible expenses you can purchase with your FLEX Debit Card

More information

Total Retirement Center Guide

Total Retirement Center Guide Total Retirement Center Guide The Event Log FOR PLAN SPONSOR USE ONLY The Event Log Purpose: This guide provides you with the following information about the Event Log: Types of events you may see on the

More information

Itasca Bank Mobile Deposit FAQ

Itasca Bank Mobile Deposit FAQ Itasca Bank Mobile Deposit FAQ We have collected answers to the most frequently asked questions for you to refer to. But if you do not find what you are looking for here, or need additional information,

More information

Smart Exit Digital Process for FundsAtWork

Smart Exit Digital Process for FundsAtWork Smart Exit Digital Process for FundsAtWork Help guide At Momentum we are always innovating and looking for ways to improve our processes and make our clients lives easier. With that in mind we ve developed

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

Personal ebanking. Conversion and User Support Guide

Personal ebanking. Conversion and User Support Guide Personal ebanking Conversion and User Support Guide Spring 2017 Contents Important Information and Dates 3 Logging In To Personal ebanking.. 4 Personal ebanking - Important User Actions 9 1 The Future

More information

FAQ s for Fresh Online Investment.

FAQ s for Fresh Online Investment. FAQ s for Fresh Online Investment. 1. How do I make the online fresh purchase process completely paperless? Subject to the following conditions fresh purchase process can be completely paperless: a) Bank

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any

More information

FREQUENTLY ASKED QUESTIONS (FAQ)

FREQUENTLY ASKED QUESTIONS (FAQ) FREQUENTLY ASKED QUESTIONS (FAQ) GENERAL 1. Where is the address of PT. AIA FINANCIAL- Corporate Solutions? PT. AIA FINANCIAL Corporate Solutions office is located at Menara Palma 21th floor, Jl.HR. Rasuna

More information

F R E Q U E N T L Y A S K E D Q U E S T I O N S RF PAYDAY FAQS

F R E Q U E N T L Y A S K E D Q U E S T I O N S RF PAYDAY FAQS F R E Q U E N T L Y A S K E D Q U E S T I O N S RF PAYDAY FAQS W H A T I S R F P A Y D A Y? RF Payday is an easy to use, secure online virtual portal exclusively for Rodan + Fields. RF Payday allows Consultants

More information

Participant Reference Guide

Participant Reference Guide Participant Reference Guide Welcome to FlexSystem and to the tax saving benefits of a Section 125 Cafeteria Plan. We hope you will find FlexSystem to be an efficient and valuable service. Our Participant

More information

PayFlex Flexible Spending Accounts

PayFlex Flexible Spending Accounts PayFlex Flexible Spending Accounts Plan Year: January 1, 2016 through December 31, 2016 Health Care Reimbursement Account Maximum: $2,500 Health Care Reimbursement Account Minimum: $0 Dependent Care Reimbursement

More information

Forex Online Trading User Guide

Forex Online Trading User Guide Forex Online Trading User Guide WING FUNG FOREX LIMITED Tel (HK) : (852) 2303 8690 Tel (China) : 400 120 1080 Fax (HK) : (852) 2331 9505 Fax (China) : 400 120 1003 Email : cs@wfgold.com Website : www.wfgold.com

More information

Conversion FREQUENTLY ASKED QUESTIONS

Conversion FREQUENTLY ASKED QUESTIONS Conversion FREQUENTLY ASKED QUESTIONS To assist you in finding answers to specific topic-related questions, click on the topic below to be directed to that section of questions. General:... 2 Account Access

More information

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB Welcome to Dearborn National s Benefits Manager Instruction Guide for Web Billing Contents Next > BM.WB.021517 This instruction guide demonstrates how to navigate through Dearborn National s Benefits Manager.

More information

WELCOME TO MASTER MOBILE

WELCOME TO MASTER MOBILE WELCOME TO MASTER MOBILE Powered By Omnesys Technologies Private Limited. An ECO system for securities Version 3.1.0.0 www.mastertrust.co.in 1 Description Topics 1. INTRODUCTION 2. HOW TO DOWNLOAD MASTER

More information

PayFlex HealthHub TM Health Savings Account Enrollment Portal Guide 2

PayFlex HealthHub TM Health Savings Account Enrollment Portal Guide 2 PayFlex HealthHub TM Health Savings Account Enrollment Portal Guide 2 PRESENTED BY: December 1, 2010 10802 Farnam Drive, Suite 100 Omaha, Nebraska 68154 (800) 284-4885 TABLE OF CONTENTS PAYFLEX ACADEMY

More information

CalPERS 457 Plan Employer Guide Easy-to-follow steps for 457 plan payroll submissions

CalPERS 457 Plan Employer Guide Easy-to-follow steps for 457 plan payroll submissions CalPERS 457 Plan Employer Guide Easy-to-follow steps for 457 plan payroll submissions Your choice, simplified. CalPERS 457 Plan Employer Guide Easy-to-follow steps for 457 plan payroll submissions Your

More information

Contents. Introduction

Contents. Introduction Getting Started Introduction O&M Profiler User Guide (v6) Contents Contents... 1 Introduction... 2 Logging In... 2 Messages... 3 Options... 4 Help... 4 Home Screen... 5 System Navigation... 5 Dashboard...

More information

Getting started with Alliance Trust Savings How to guide

Getting started with Alliance Trust Savings How to guide Getting started with Alliance Trust Savings How to guide Contents Getting started 05 How to... Log in 07 How to... Set up a Direct Debit 10 How to... Set up regular monthly dealing 12 How to... Change

More information

Online Banking Agreement and Disclosure

Online Banking Agreement and Disclosure Online Banking Agreement and Disclosure Please read this Agreement carefully before following the link at the bottom of this Agreement. Introduction This Online Banking Agreement (IBA) governs your use

More information

Addendum No. 44 December 2012

Addendum No. 44 December 2012 Addendum No. 44 December 2012 ADDENDUM dated December 31, 2012 to the Scheme Information Document(s)/Key Information Memorandum(s) (as applicable) to the schemes of IDFC Mutual Fund Introduction of Direct

More information