Order Branch Products
12/30/2014 Runtime: 15:56
Need assistance with Order Branch Products? Whether you use WebATIDS, ATIDS XE, or TheFund.com to place orders, this video presents how to order, how to attach a document, how to add a note and much more!
The first training video in this series will provide instructions regarding placing an order utilizing the Funds product ordering and tracking software system. How to attach documents and how to attach notes to an order are also covered in this informational video.
Whether your firm utilizes WebATIDS, ATIDS XE or thefund.com to place their product orders, the order entry process is exactly the same.