Course curriculum

    1. Understanding the Relationship Between Docupace and PortfolioHQ

    2. Navigating the Docupace User Interface

    1. Redtail Integration Setup

    2. Redtail Usage & Limitations

    1. Stages of a New Account Work Item

    2. Understanding Firms and Advisors

    3. New Account Work Item Data Entry

    4. How to Submit Multiple Transfer Forms in a Work Item

    5. UGMA, UTMA and Other Custodial Account Types

    1. How to Send a Work Item for Signatures

    2. How to Monitor Work Item Signature Collection

    3. What Happens When Client Cannot Find DocuSign Emails

    4. What Happens When Client Declines To Sign

    5. How to Void a Work Item Out for Signature

    1. How to Submit Maintenance Forms for an Open Account

    2. How to Enter an Existing Account for Maintenance

    1. How to Submit a Broker Dealer Change

About this course

  • Free
  • 17 lessons
  • 1.5 hours of video content