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Training for Principal Securities Technology Solutions

Advisor Call/Training Schedule - 4th Quarter 2018

 
Call in # for all: 888-804-6749
 
Conference code: 5152359856
Password: training18
 
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com

 

Date Time Subject Description Participant Link
Wednesday, October 17, 2018 3:00 PM CT Cashiering - Money Movement How to do one time or systematic money movement out of accounts.  Also using the remote deposit option for depositing checks. Add to Calendar
Monday, October 22, 2018 10:00 AM CT Advisory Select models and trading How to build and use models as well as how to use those models for trading. Add to Calendar
Thursday, October 25, 2018 11:00 AM CT Wealthscape Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Add to Calendar
Thursday, November 1, 2018 2:00 PM CT Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Add to Calendar
Tuesday, November 6, 2018 3:00 PM CT New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Add to Calendar
Monday, November 12, 2018 3:00 PM CT Albridge PDF Capture Show how the PDF capture functionality works and how to use it when running reports. Add to Calendar
Thursday, November 15, 2018 10:00 AM CT Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Add to Calendar
Tuesday, November 27, 2018 11:00 AM CT Wealthscape New Enhancements and basic navigation Review new items on the menu (bookmarks) and sidebar navigation as well as general navigation of Wealthscape. Add to Calendar
Tuesday, December 4, 2018 3:00 PM CT Advisory Select models and trading How to build and use models as well as how to use those models for trading. Add to Calendar

 

Recorded Trainings        
Original Date Length (min) Subject Description Recording Link
Thursday, August 16, 2018 30 Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Link to recording
Thursday, March 15, 2018 42 Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Link to recording
Wednesday, March 21, 2018 30 Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Link to recording
Thursday, March 22, 2018 51 New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Link to recording
Thursday, March 29, 2018 40 E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Link to recording
Thursday, October 11, 2018 17 E-delivery setup Learn how to send a "click to agree" email to your clients to enable e-delivery for one or more paper documents.   Link to recording

556103-082018

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