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

2.1 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

User Guides

InvestorCOM AccountCompare User Guide

March 2024

V

2

Download

InvestorCOM AccountCompare Administrator User Guide

January 2024

V

1.1

Download