New User Guide
Do you have an idiots guide to how to operate my investments
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Support Staff 1 Posted by Jenny on 04 Apr, 2016 09:59 AM
Hi Donald,
We're currently in the process of creating video tutorials. In the meantime, you can find the User Guide here which details investment accounts within Chapter 7, Page 45. You can also check out the investment knowledge base articles here.
Please let me know if you have any specific questions or need assistance getting this setup.
Jenny
Infinite Kind Support
System closed this discussion on 04 Jul, 2016 10:00 AM.