Overview

We would love to have the opportunity to help you learn to navigate Forstrong and our systems. Because of this, we now offer Administration training for any referring financial professional who has completed the approval process and is ready to start referring clients to Forstrong.

What will you learn?

Account Opening

• Custodian Paperwork

Forstrong paperwork

• Deposits – how to make an online deposit vs cheques directly to custodian
• Transfers – Timelines

Trading

• Trading cycle
• Fees
• Cash requests/redemptions – LOD’s, timelines on cash

Online Portfolio Tool

• How to log in
• Viewing client portfolios
• Reporting

Website

Navigation
• Where to find forms (Forstrong/FCC/NBCN)
• Send a file to admin

Reporting

• What to expect – Agent vs Client

When are the sessions?

We have training sessions every two weeks using GotoMeeting. Please fill in your information below and select the session you would like to register for before pressing send.

 

Admin Training
Sending