Видео

This video will walk you through the best ways to find documents after submission. If you have any questions, email atlas@harbourinv.com.

This video walks through the Client Maintenance submission process, which is DIFFERENT than the NAF process for CIPs. This process is meant for quick updates to client's contact information, addresses and names without the burden of being required to obtain a Customer Profile Maintenance form. These are found in Atlas in clients' profiles with an "OM-" submission code. Please email atlas@harbou...

In this video, you will learn how to recall submissions from Harbour's approval. That way, you can upload images missed during the initial submission. If you have any questions, let atlas@harbourinv.com know!

This video walks through how to submit checks into Atlas's Deposit Blotter. Any check you physically handle must be blotted in Atlas.

This training video walks through how to submit paperless ACH & Fed Wire transactions through Atlas's Deposit Blotter.

This video walks through the steps users need to take in order to compile forms for autofilling.

This video walks through the various settings of Quik!- such as adding a Financial Professional for autofilling forms, managing users, and integrating your CRM.

This video outlines the steps needed in order to create form bundles in Quik!.

This training video outlines how you can resubmit rejected submissions. Whoever the submitter was is who will receive the rejection email. Once you’ve navigated to the rejected submission, click into the BRD to upload the corrected paperwork. Navigate back to the submission’s main page and click the “Submit for Approval” button to resubmit it back to Harbour. Please email atlas@harbourinv.com w...

This training video outlines how to submit paperwork over to Harbour via Home Office Requests. Home Office Requests are NOT for CIPs or checks. “Submission Types” are a crucial step as it allocates the submitted paperwork to specific groups at Harbour for processing. Please refer to the “Atlas Acronyms, Form Abbreviations & Submission Type Definitions” video as it better explains reasonings beh...

This training video outlines the NAF process when minors are present on a CIP. DISCLAIMER: This process will change as Harbour builds out this NAF. Currently, Atlas requires you to create/update 1 adult before you can create/update minors. Whether they’re new or existing, select the “Minor/UTMA” NAF type. Create/update the adult first- use the small search bar to then create/update the minors. ...

This training video outlines the NAF process for Harbour’s Customer Profile Maintenance Form. You input CPMs just like you do CIPs - via a NAF. Main difference is when you get to the financial portion of the NAF, leave the financials alone and just make sure disclosure boxes are checked. Please email atlas@harbourinv.com with any questions.

This training video outlines the Joint NAF process when you have 1 client who is new, and 1 client who already exists. It’s best to start when the brand-new client. That way, you can also search for, or create a household to attach them to. Once the new client is created, use the small search bar to attach your existing client to the Joint NAF. Please email atlas@harbourinv.com with any questions.

This training video outlines the NAF process for revocable entities. Meaning, the entity’s TIN is the same as a client’s SSN. Revocable NAFs are input through the client’s profile the TIN matches. Navigate to the client’s profile and click the “New NAF” button. When it asks what account type you are updating, select “Revocable Trust.” Most data can be left alone as it will directly affect the c...

NAF Entry for Existing Entities

NAF Entry for Brand New Entities

NAF Entry for Existing Households

NAF Entry for Brand New Households

NAF Entry for Existing Individuals

NAF Entry for Brand New Individuals

Atlas Acronyms, Form Abbreviations, Submission Type Definitions

Following-Up on Check Cashing of Deposits & Disbursements for Pershing & Pershing Advisor Solutions

Tax Withholding Standing Instructions

MF LOU 1 12 22

Side by side comparison form 1 12 22

Third party manager adv agrmt 1 12 22

Trustee cert of invest powers form 1 12 22

VA LOU 1 12 22

Advisory Addendum 1 12 22