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Learning Portal
MAKE ACCOUNT TYPE RECOMMENDATIONS
AccountCompare
Make account type recommendations that are in your client’s best interest. AccountCompare offers a step-by-step process that eliminates complexities when making advisory and brokerage account recommendations.
Training Video
InvestorCOM AccountCompare Training
Latest User Guide
1.0 Overview
1.1 AccountCompare in Four Steps
2.0 Logging into the Compliance Platform
2.1 Logging in as a First Time User
2.2 Logging in as an Existing User
3.0 AccountCompare
3.1 Account Type Assessment
3.2 Confirming Your Selection
4.0 Reviewing Compliance Events in Compliance Express
5.0 Using InvestorCOM Reporting Services
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