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Wealth International
How to upload SOF document evidence or SOF memo into FSC
This quick video demonstrates how to upload a SOF document or SOF memo into FSC
Oct-15-2019
How to enter SOF information for Medium Risk accounts in FSC
This quick video demonstrates how to populate the SOF information for medium risk account in FSC
Oct-14-2019
How to upload PORA to FSC
This quick video demonstrates how to upload a proof of residential address in FSC
Oct-14-2019
How to logon to Workbench and search for an account number
This quick video will demonstrate how to logon to Workbench and search for an account number
Sep-30-2019
How to put an out of office message
This quick video will demonstrate how to set up the out of office automated message in Outlook
Sep-11-2019
FSC Client Repository System Overview
This quick video is an introduction to the new FSC - client repository system that will be implemented later this year (Nov 2019)
Sep-11-2019
How to search security questions for Entities in Workbench
This quick videos shows where to find the information in Workbench for the security questions for an Entity
Sep-02-2019
How to set up Meetings and Recurrences in Outlook
This quick video demonstrates how to set up a meeting, recurrences and book a room, this is very useful when booking huddles
Aug-13-2019
How to add a nomination to the RnR sharepoint page for operations
This quick video demonstrates how to add a nomination to the R&R for the Reward and Recognition
Aug-12-2019
How to listen to your own recorded calls via Verint
This quick video demonstrate how to use Verint to listen to your own calls
Jul-23-2019
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