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Bruce Thompson posted an update 9 years ago
@carlatwmltd-com, @andytwmltd-com — can you guys both watch the Account composer app course from Ascent training https://orionadvisorservices.mindflash.com/Trainee/#/player/2044114677.
Two questions I had after watching:
How do we get access to the app?
Is this applicable to maintaining manually posted held away accounts?
@brucetwmltd-com, @andytwmltd-com I had already tried to find it in Ascent this afternoon. Could not find it. Your link says we have to be invited. I had called and the app is not available yet to us. Or so the guy on the phone said I will call and see how we get invited to view the training