Throughout this course you will find short recordings showing how the platform works. These recordings are shortened versions of the training and are meant to guide you on the platform. Should you wish to learn in details the functioning of the platform, read all of the training material and pay attention to the screen captures.
This course is for you to be more comfortable and autonomous with Univeris, in regards to opening and maintaining accounts, trading and related procedures and good practices.
Covering client name and nominee accounts, learn how you can save processing time and take charge of your client’s accounts. Learn what you need to know about the first steps of opening an account, entering banking info and pre-authorized contributions to placing transactions and following up on it. Learn about our operational procedures and documents management workflows.
