Distributor Portal
Frequently Asked Questions
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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?
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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?
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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?