BETA Systems

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)

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 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)

This course covers the following topics:

Introduction (0:54)
Link Web Workbooks and Entitlements (2:08)
The Standard Workbook Layout (1:38)
Searching and Navigation (2:25)
Adding Data Items to the Grid Pane (4:04)
Sorting Items in the Grid Pane (0:58)
Accessing the Help Feature (1:47)

This course covers the following topics:

Exploring the Account Workbook (4:33)
Tax Lots (2:25)
Positions (1:16)
Account Information (3:05)
Balances (1:11)
Cash Management and Order Inquiry (4:06)
The Activity and Commissions Tabs (1:27)

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 Items (2:25)
Commissions (2:11)
The Order Entry Workbook (3:20)

This course covers the following topics:

Exploring the Security Workbook (3:04)
The Tax Lots Tab (2:07)
The Positions Tab (0:54)
Dividends, Security Information, and Order Inquiry (1:56)
Introduction to the Rep Workbook (2:02)
Funds Available (0:47)
Customer Assets (1:41)
Order Inquiry (0:59)
Action Items (2:23)
Commissions (1:52)
The Order Entry Workbook (2:08)
Accessing the Help Feature (0:59)

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 (0:560

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)