Client administration
- How to acquire a fixed asset
- How to send Primacy Online messages through Workplace
- How to add/ waive a fee for a security
- How to create, edit, and delete payment details
- How to automatically collect fees
- How to create a payment distribution
- How to add or modify a beneficiary entitlement
- How to add a beneficiary to a trust or foundation
- How to make an existing client account the nostro account
- How to prepare for FATCA
- How to export FATCA XML data
- How to add an account type
- How to add and maintain activities