-
Select the asset custodian and enter the financial data import ID code, if applicable. Click the “Work with Sources/Inv Accounts” link. Make sure all the sources in the plan are displayed; if there are some missing, click the “Add Default Sourc...
-
Review plan specifications and make sure they are in line with the plan document Q.S. Tip: If you use ftwilliam.com plan documents most fields will be populated and you will need only to review and make minor modifications; otherwise code p...
-
Q.S. Tip: The Tasks screen lists the tasks in the order they should be done. Expand a section to set parameters for that task; you can “run” a task by clicking the icon next to “Run:”. The icon reflects the status of the task – the yellow triang...
-
Detailed instructions for tracking loans using the ftwilliam.com compliance software are in the User Guide or the loan module user guide. ...
-
To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, select or enter your challenge questions and enter your responses in the 'Select Challenge Que...
-
Once the 5500 has been filed, you may see the status of the filing. If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Next, click the...
-
The Notification Tab in Global Email Settings now includes an option to set a maximum number of days for reminder emails about Portal Messaging, Documents, and 5500 tasks.
During the Reminder Period: Emails are sent to users with tas...
-
If you have Notification emails enabled for the 5500, Documents, Messaging and/or Compliance modules, then Portal User Reminder emails are sent to the specific portal user(s) every X number of days for each enabled module regarding the overdue ite...
-
Follow-Up reminders are sent to assigned Admins or confirmation email addresses at X number of days after the reminder email was sent to the portal user. Note : If the numbers for the portal user reminders and follow-up reminders add up to a ...
-
To delete document folders, you must be the Master Admin User or a Designated Admin. With these designations you may access the folder options through the following paths: 1. From the Global/Plan dashboard select the Module Options button in the up...