Features of ONLINE ACCOUNT ACCESS
|
|
- Dora Cook
- 6 years ago
- Views:
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.
Features of ONLINE ACCOUNT ACCESS
Features of ONLINE ACCOUNT ACCESS 1 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
More informationYour 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 informationHow to Use E-Funds choose e-funds For Schools
How to Use E-Funds E-Funds offer various options for parents/guardians who choose to make payments on-line and is extremely user friendly. Not only will you have the ability to have various school fees
More informationRegistration page on PayFlexDirect.com
1 2 Registration page on PayFlexDirect.com When a Retiree visits https://retiree.payflexdirect.com/employeelogin.aspx for the first time, they must register their account. The member will need to click
More informationWelcome to Citizens Bank Online New & Improved
Welcome to Citizens Bank Online New & Improved You ll enjoy enhanced Citizens Bank online banking services this fall. This User s Guide explains the features and the use of Citizens Bank s Online Banking
More informationGetting 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 informationMyPenPay User Guide. Login Page
MyPenPay User Guide MyPenPay is an online payment information system that FCA is making available to their retirees. The system offers retirees easy access to information regarding their pension payments.
More informationFREQUENTLY 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 informationPlan Sponsor Website Guide
Plan Sponsor Website Guide Accessing Your Account... p 1 Summary... p 2 Your Participants... p 3 Participant Loans... p 6 Participant Withdrawals... p 8 Plan Asset Details... p 9 Plan Information... p
More informationElectronic 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 informationPay. 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 informationPayment 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 informationHELP MANUAL MEXN OPTION TRADER FOR ANDROID USER
HELP MANUAL MEXN OPTION TRADER FOR ANDROID USER Steps to download 1. Go to Play Store 2. Search for "MEXN Option Trader". 3. Download and install the free version. Steps to Start Trading 1. Open the Installed
More informationMutual Fund section of Low Bandwidth Site (LBS)
Mutual Fund section of Low Bandwidth Site (LBS) Low Bandwidth Site allows you to transact in Mutual Funds comfortably even if you are not on high speed internet connection. You can easily transact in Mutual
More informationCOUNT 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 informationAMTD MPF Scheme. Member Online Service Guide
AMTD MPF Scheme Member Online Service Guide AMTD MPF Scheme s Member Online Service brings you the convenience of managing your MPF account anytime, anywhere. AMTD MPF Member Hotline (852) 3163 3260 AMTD
More informationisave-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 informationBSE STARMF Platform Detailed Procedure
BSE STARMF Platform Detailed Procedure 1) Registration and receipt of Member ID Presently, BSE StarMF platform allows investors to register only through distributors/advisors. Hence, Wiseinvest will complete
More informationAccessing and Using CentreSuite
Scotia Visa Business Card Accessing and Using CentreSuite Table of Contents Introduction... 2 How to Log In... 2 CentreSuite Overview... 3 FAQs... 7 Contact Us... 9 Version 2.4 Introduction This guide
More informationWhat 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 informationCommsec 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 informationMember 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 informationInfinite 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 informationezbusiness // User Guide
ezbusiness // User Guide Getting Started...2 Logging In... 2 View Account Details... 2 Setting Alerts...4 Updating Cardholders...5 Adding a New Cardholder... 5 Removing a Cardholder... 6 Editing a Cardholder
More information( ) 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 informationFREQUENTLY 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 informationPayment 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 informationClaims 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 informationVisit
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 informationGet connected. A how to guide to your Alliance Trust Savings platform
Get connected A how to guide to your Alliance Trust Savings platform 2 Get connected with Alliance Trust Savings As an Alliance Trust Savings customer, you have 24/7 secure online access to your Account(s).
More informationBERMUDA 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 informationFor 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 informationHealth Savings Account Investments. Unlock the growth potential of your HSA funds
Health Savings Account Investments Unlock the growth potential of your HSA funds HSA INVESTING The Triple Tax Benefits of Your HSA The funds you put in your HSA are subject to three different tax benefits,
More informationSMA. 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 informationMember FDIC Rev 11/14. MyLoans Guide
Member FDIC Rev 11/14 MyLoans Guide Table of Contents MyLoans Enrolling in MyLoans Enhanced Login Security MyLoans Login Navigation Information, Make a Payment, Set Up Recurring Payment 1 2 3 4 5 MyLoans
More informationWelcome to Midland States Bank
Welcome to Midland States Bank Contents What s Next... 4 Conversion at a Glance... 5 Questions?... 5 Customer Care Center... 5 Customer Information Web Page... 6 Important Dates and Information... 6 Balances
More informationSimpler 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 informationHSA Investment Account Set Up Guide
HSA Investment Account Set Up Guide Thank you for enrolling in the Mercantile Bank HSA Investment Account! Now that you have completed the application process, you will need to follow the steps below in
More informationZurich Life Commission Statements & Payments
Zurich Life Commission Statements & Payments Technical Guide For Financial Advisor use only Contents This guide to Zurich Life Commission Statements & Payments includes the following: Introduction... Page
More informationInsta Account FAQ. Dedicated Mutual Fund (MF) Research team that will help you make your Investment
Insta Account FAQ Q. What is Insta account? It's a completely online and Paperless Investment Account. It provides convenience of managing your investments from the comforts at your home or office. Q.
More informationDreyfus Lion Internet System SM User s Guide
Dreyfus Lion Internet System SM User s Guide Dreyfus Lion Internet System SM An internet-based application that provides users with account information, report capabilities and transaction processing.
More informationHEALTH SAVINGS ACCOUNT (HSA)
HEALTH SAVINGS ACCOUNT (HSA) WELCOME KIT TABLE OF CONTENTS Your Health Savings Account (HSA) 3 Online Registration 4 Accessing Your HSA Online 5 NueSynergy Mobile App 6 HSA Debit Card 7 Eligible Medical
More informationAgency Bulletin. Great news for our Personal Lines policyholders and agents! August 9, 2012 BULLETIN NO. 5268
August 9, 2012 BULLETIN NO. 5268 TO: Merchants Insurance Group Personal Lines Agents SUBJECT: Introduction of epolicy and ebill Delivery Service Agency Bulletin Great news for our Personal Lines policyholders
More informationPolicyholders 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 informationElectronic 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 informationipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site.
ipay Instructions ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site. Support There are two primary methods of contacting support:
More informationParticipant 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 informationThe following Key Features describe important functions in the Account and Loan Transfer service.
Account and Loan Transfer The Account Transfer service makes moving funds between accounts secure and simple. The user will find processing Multi-Entry Transfers and defining Recurring Transfers as easy
More informationSTEVEN G. TATE, STANDING CHAPTER 13 TRUSTEE. May 3, 2018 EPAY FREQUENTLY ASKED QUESTIONS (FAQ)
Page 1 of 6 STEVEN G. TATE, STANDING CHAPTER 13 TRUSTEE 212 Cooper Street Statesville, North Carolina 28677 E-mail: epay@ch13sta.com May 3, 2018 EPAY FREQUENTLY ASKED QUESTIONS (FAQ) epay Questions...
More informationAyersGTS (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 informationSuperConnect. ANZ Super Advantage Your guide to ANZ Investor Access
SuperConnect ANZ Super Advantage Your guide to ANZ Investor Access Just a few key strokes to access your super online anytime ANZ Investor Access allows you to conveniently track and manage your superannuation
More informationPatersons 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 informationUSER 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 informationHomePath Online Offers Guide for Listing Agents
HomePath Online Offers Guide for Listing Agents 2016 Fannie Mae. Trademarks of Fannie Mae. June 2016 1 Table of Contents Introduction... 3 HomePath Online Offers User Support... 3 Registration and Login...
More informationCattle Price Insurance Program WEB HELP GUIDE
Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program Web Help Guide CPIP Basics... 3 A. First Time Accessing CPIP?... 4 Using your Activation Code...4 B. Accessing the CPIP Website...
More informationInside... Your Pension Plan Web Site USER GUIDE. Your gateway to sound retirement planning
Your gateway to sound retirement planning Inside... How to access the site Your password Browse safely How to use the Pension Projection tool What s in it for you Your Pension Plan Web Site USER GUIDE
More informationThis is the Authorized Users login page. The Authorized User can be family members or a third party.
MONTHLY PAYMENT PLANS FOR AUTHORIZED USER & CURRENT STUDENTS 1 Authorized User login: https://commerce.cashnet.com/scupay Student login: www.scu.edu/ecampus, click the Financial Account tile. Click SCU
More informationQUICK TIP: Download a Quick Reference Guide from the Resource Center to help you use the PayFlex member website.
[Date] Dear DTE Energy Retiree, It s our pleasure to welcome you to PayFlex! You re enrolled in a Retiree Reimbursement Account (RRA). Your RRA comes with some great tools to help you manage your account.
More informationYour 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 informationFrequently 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 informationTo 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 informationStudent Manual for Online Registration
Student Manual for Online Registration (JAN 2011) Directorate of Distance Education Sikkim Manipal University Syndicate House, MANIPAL 576 104 www.smude.edu.in Table of Contents Contents Page No 1. Online
More informationRegistration and online client sign up for payroll bureaux
Registration and online client sign up for payroll bureaux Contents Registration 3 Signing up clients online 4 Five steps to client sign up 5 Contributions models 6 Keeping track of client applications
More informationBill Pay User Guide FSCB Consumer
Bill Pay User Guide FSCB Consumer 1 Table of Contents Enrollment Process... 4 Payments... 5 Attention Required... 6 Add a Payee... 6 Display Options and Payee List... 6 Pending... 7 History... 7 Add a
More informationDTE Energy retirees: Welcome to PayFlex
DTE Energy retirees: Welcome to PayFlex You are enrolled in a Retiree Reimbursement Account (RRA). Your new RRA comes with some great tools to help you manage your account. Through the PayFlex member website,
More informationHalifax Regional Municipality Pension Plan Notice to Plan Members NEW Retirement Calculator
Halifax Regional Municipality Pension Plan Notice to Plan Members NEW Retirement Calculator March 2018 At the HRM Pension Plan Office, we care about plan members retirement. We want to ensure that plan
More informationPension 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 informationVHFA 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 informationis becoming Welcome to the First Mid family! CUSTOMER GUIDE
is becoming Welcome to the First Mid family! CUSTOMER GUIDE Information in this Customer Guide Conversion Weekend Snapshot.... 1 Frequently Asked Questions... 2-16 General Information... 2-4 Deposit Accounts...
More informationMerrill Lynch E-Contribs for Small Business Retirement Accounts
Merrill Lynch E-Contribs for Small Business Retirement Accounts A Guide for Plan Sponsors Merrill Lynch E-Contribs for Small Business Retirement Accounts enables you to make electronic contributions to
More informationCONSUMER 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 informationBOI Mobile Banking App Post Login FAQs. My Account. Operative Accounts
BOI Mobile Banking App Post Login FAQs My Account Operative Accounts What are the accounts that will be showed under operative account? All the Savings, Current and Overdraft account will be displayed
More informationInstructions for Dominican s Financial Aid Portal
Office of Financial Aid 50 Acacia Avenue, San Rafael, CA 94901-2298 Telephone: (415) 257-1350 Email: finaid@dominican.edu Fax: (415) 485-3294 Web site: www.dominican.edu/financialaid Instructions for Dominican
More informationPRUDENTIAL AVC ECOMMERCE GUIDE. For Members
PRUDENTIAL AVC ECOMMERCE GUIDE For Members INTRODUCTION This guide is designed to help you access your online AVC accounts. Manage my plan enables you to view your current fund choices, as well as switching
More informationTABLE OF CONTENTS ABOUT SLGI CONNECT 2 OVERVIEW OF NAVIGATION 3 ACCOUNT VIEW 4-6 FUND VIEW 7 GLOSSARY 8
TABLE OF CONTENTS ABOUT SLGI CONNECT 2 OVERVIEW OF NAVIGATION 3 ACCOUNT VIEW 4-6 FUND VIEW 7 GLOSSARY 8 1 ABOUT SLGI CONNECT SLGI Connect provides online access to your accounts with Sun Life Global Investments
More informationUser Registration Process:
User Registration Process: Click to Register button. You will find two registration options i.e. Mero lagani Free and Mero lagani Premium. Make your choice and Click register button and you need to fill
More information1.1 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 informationMarket 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 informationMake 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 informationMy Pensions Portal This booklet covers: How to
West Midlands Pension Fund My Pensions Portal This booklet covers: How to register your account Pages 1-3 How to activate your account Page 3 How to view your pension details and annual benefits statement
More informationTO: 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 informationTHE 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 informationFrequently 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 informationDependent Care Account and Debit Card Information
Dependent Care Account and Debit Card Information Dependent Care Account (DCA) What is a Dependent Care Account? (DCA) Much like the Health FSA, the Dependent Care Flexible Spending Account under IRC Section
More informationSMA 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 informationFrequently 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 informationTABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12
TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12 STATEMENTS/ REPORTS/ TAX INFORMATION 13 INVESTORTRAX FAQ 14-15 2
More informationBusiness 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 informationManage 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 informationWhat to expect with PayFlex
What to expect with PayFlex Detailed information about your health savings account (HSA) HSA members moving to PayFlex 69.03.615.1 (6/15) We d like to tell you what you can expect from us as you prepare
More informationSimplify the Switch. Your guide to getting started with Flagstar Online and Mobile Banking. For personal and small business banking customers.
Simplify the Switch. Your guide to getting started with Flagstar Online and Mobile Banking. For personal and small business banking customers. Welcome. This guide is designed to help make your transition
More informationRetail Internet Banking
Retail Internet Banking Frequent Asked Questions Version 3.0 Thank you for using QNBALAHLI individual internet banking. Kindly note that the following information is intended to help the bank customers
More informationONEVIEW LIFE USER GUIDE
ONEVIEW LIFE USER GUIDE How to make the most of this client management portal April 2019 Contents 1. HOW TO LOG IN 4 1.1 Access OneView Life via Adviser Advantage 4 1.2 Access OneView Life via Illustrator
More informationBUILDSMART DEBTORS. SmartAct. Authorized Training Manual
BUILDSMART DEBTORS SmartAct Authorized Training Manual - 1 - - 2 - SmartAct Authorized Training Manual Notice This document and the Buildsmart software may be used only in accordance with the accompanying
More informationMy Portfolio User Guide. ANZ Investment LENDING 05.10
My Portfolio User Guide ANZ Investment LENDING 05.10 Welcome to My Portfolio 3 ANZ Investment Lending s online platform, My Portfolio, provides live access to your ANZ Share Investment Loan. Registering
More informationWhat are the different classifications of Mutual Funds? These schemes are classified by structure like Open ended or close ended schemes
Frequently Asked Questions (FAQs) MUTUAL FUND TRANSACTIONS THROUGH DIGITAL BANKING What is a Mutual Fund? A Mutual Fund is the most suitable investment for the common man as it offers an opportunity to
More informationIRAdirect User Guide Tax Reporting Service
IRAdirect User Guide Tax Reporting Service 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 informationFREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS General Contact For New Account Application Queries and Issues newaccounts@cmelitegroup.com For Live Account Queries, Issues and Trade Requests brokerage@cmelitegroup.com For
More informationINVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE
INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE HELPING HAND. It s important to keep a close eye on your investments, so we do all we can to lend a helping hand. That s why we ve put together this step-by-step
More informationWestern 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