Learn about Investor Services Online’s capabilities at your own pace and convenience.

Introduction

• Introduction to Investor Services Online (10 minutes) English | Français

  Learn about key features, how to login, change your password and access support tools on Investor Services Online.

Administration

• Company Administrator: What you need to know (7 minutes) English

  Learn how to create new users, reset passwords, manage internal roles to control user permissions, and create role account groups.

• User Account Groups (4 minutes) English

  Learn how to create user account groups and use them when running reports.

Reporting

• Pregenerated reports (12 minutes) English | Français

  Learn how to run, bundle and set up Pregenerated reports for unattended delivery.

• Interactive reports (13 minutes) English | Français

  Learn how to run, schedule and set up Interactive reports for unattended delivery.

• Custom extracts (13 minutes) English | Français

  Learn how to run, schedule and set up Custom extracts for unattended delivery.

Transactions

• Transaction upload (8 minutes) English | Français
  

  Learn how to upload and submit multiple transactions using a pre-determined file format.

• My transactions (12 minutes) English | Français

  Learn how to manage your transactions.

• Global Custody Security Purchase/Sale (10 minutes) English | Français

  Learn how to create and submit Global Custody security purchase and sale transactions.

• Affirmations (7 minutes) English

  Learn how to affirm single or bulk North American trades initiated by a broker.

Corporate Entitlement Services

• Corporate Entitlement Services (6 minutes) English | Français
  

  Learn how to use Corporate Entitlement Services to retrieve, view, respond to, authorize and cancel corporate actions.