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Company Resources / Ressources de l'entreprise

d1g1t ACPI Course (ACPId1g1t)


Description
Welcome to the d1g1t ACPI Advisor Resource Course!

Additional guides can be found on the Advisor Resource Centre with links in the PDF.
Content
  • d1g1t Videos
  • Introduction to the D1g1t Platform (4:07)
  • Platform Navigation (2:28)
  • How to Locate Client Details (0:58)
  • How to View Client Transactions (1:05)
  • How to Locate Client Holdings (0:43)
  • How to Locate Open Orders (1:07)
  • How to View Client Performance (0:46)
  • How to Generate a Client Report (1:08)
  • How to Add a Filter to the Manage Client Screen (0:48)
  • Additional Resources
  • D1g1t Resource Info.pdf
Completion rules
  • All units must be completed
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