Akila 2.0 – Operational Procedures
Connection and set-up
3 Topics
Login to Akila 2.0 program
Web browser and changing resolution
User preferences and alerts
General navigation
3 Topics
Navigation tabs and alerts
Advanced search tool
Action Drop-Down Menu
Client management
3 Topics
Client search and MORE drop-down menu
Other ACTION buttons and ACCOUNT SUMMARY drop-down menu
Account Overview screen
Reports
3 Topics
Printing Portfolio reports
Report Manager
Commission statements
Cash management
4 Topics
EFT and Cheque deposits
Deposits and withdrawals for nomine accounts
Deposits for client name accounts
Deposit report and deposit reconciliation
Transactions
7 Topics
Equity transactions
Mutual fund transactions
Transaction status and rejection process
Special procedures for mutual funds and seg funds
GIC transactions
Fixed Income transactions
Managing external assets – tracked portfolios
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Connection and set-up
Akila 2.0 – Operational Procedures
Connection and set-up
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