Assigning Investments

iPAS users can only work with or view investments assigned to them. When Editing an Existing User, you must assign investments for that user.

 

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QED Financial Systems • 10,000 Sagemore Drive • Marlton • New Jersey • 08053
Tel.: 856.797.1200 • Fax: 856.797.9719 • www.QEDFinancialSystems.com

Last Updated 7/29/2008