1. Distributor Portal
  2. Frequently Asked Questions

Frequently Asked Questions

DCS Generic

  • Business Operating Hours
  • Can I place a deal over the phone?
  • Manco - TeX Register update
  • Where can I find bank details to settle my Subscription?

Account

  • How do I open an account?
  • How do I close an account?
  • How do I add or change a distribution mandate to my account?
  • How do I change the designation on an account?
  • How can I check to see if a Coverall is in place on my account?
View all (11)

Agent

  • How to setup an agent
  • How do I re-order an AMC statement?

CREST

  • How to request an account is added to CREST settlement

DOLR

  • How do I request a new Secure Distributor Portal account?
  • How do I request an account to be added to the Secure Distributor Portal?
  • How do I get help with Secure Distributor Portal reports?

Fax Back

  • How do I setup Fax Back?
  • What is fax back confirmation?
  • Fax Back - When should I use it?
  • How do I set up fax back confirmation?
  • Can I still call to confirm my fax has been received?
View all (12)

Payment Re-Issues

  • How quickly can SS&C stop and re-issue a payment?
  • How do I request repurchase proceeds to be reissued?
  • How do I request distribution proceeds to be reissued?
Help
  • Back To Distributor Portal
  • Contact Us
Agent
  • Agent Login