Tutorials

Managing accounts on a new platform can be daunting without the proper guidance. Take advantage of our Account Management website tutorials and learn how with quick, easy-to-follow instruction.

Watch the video tutorial to learn how to set up your fees for the annuity accounts you manage.

Watch the video tutorial to learn how to make trades, rebalance accounts, and create and modify allocations on behalf of your clients.

Watch the video tutorial to learn how to begin using our online Account Management platform.