BETA SYSTEMS

BETA SYSTEMS VIEW

  • Beta Systems Host: Online Documentation View description

    This course covers the following topics: Accessing Online Documentation (1:30) Online Manuals (2:10) The Report and Glossary Tabs (2:07) The System Information and Search Tabs (1:56) The What’s New and Help Tabs (2:01)

  • Beta Systems Host: Working with Onlines View description

    This course covers the following topics: Introduction (0:51) Host Access and System Security (2:44) Host System Standards (1:47) Function Codes (1:32) Account Numbers and Types (1:37) Branch and Rep Code Structure (0:51) Security Numbers and Source Codes (1:38) The SARI Online (1:12) Account more Master (ACCT) and Scratch Pad (SPAD) (2:17) Registered Representative File (REPS) and Source Code Summary (SORC) (1:21) Customer Ledger (1:33) Account Valuation (VALU) and Account Positions (APOS) (1:46) Security Description (DESC) and Security User Record (1:49) Location Accounts (LOCO), Historical Stock Record (HPOS), and Trade Inquiry (TRDS) (2:49) Passing off the System (1:33)

  • BETA Link Desktop Install: Security, Rep, and Order Entry Workbooks View description

    This course covers the following topics: Exploring the Security Workbook (3:17) Tax Lots and Positions (2:03) Dividends, Security Information, and Order Inquiry (1:37) Introduction to the Rep Workbook (2:12) The Funds Available Tab (0:50) Customer Assets (1:47) Order Inquiry (1:03) Action more Items (2:25) Commissions (2:11) The Order Entry Workbook (3:20)

  • BETA Link Desktop Install: Getting Started View description

    This course covers the following topics: Workbooks and Entitlements (1:40) Standard Workbook Layout (3:00) Navigation (2:14) Adding Data Items to Grid Pane (4:12) Sorting Items in Grid Pane (1:00) Accessing Help (0:56)

  • View All >>
  • BETA Link Desktop Install: The Account Workbook View description

    This course covers the following topics: Exploring the Account Workbook (3:54) The Tax Lots Tab(2:03) The Positions Tab(1:55) The Account Information Tab (2:11) The Cash Management Tab (1:11) The Activity and Commissions Tabs (1:37) The Add/Update Tab (1:48)