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Getting Started

This chapter introduces you to Account Management and provides an overview of common functions.

Topics included:

• About Account Management
• Account Management Access and Account Structures
• Logging In
• Home
• Advisor Portal
• Institutions Portal
• Functions Available from Every Screen
• Icon Reference
• Account Selector
• Navigating Between Screens
• Getting Help
• Printing
• Logging Out

Note: Information in the Users' Guide is subject to change.