Add/Modify DST User Login

From the Admin Menu, click on DST and choose Maintain DST Fan Mail User Logins.  From the Maintain User Login Screen, click on Add Login or Modify Login Buttons

Add/Modify DST User Login Overview

This screen lets you assign one or more Advisors Assistant users to the same login for retrieving the downloaded investment data.

AddModifyDSTUserLogin

User ID And User Passwords

These are provided by the clearing firm from which you are downloading.  Be sure to type them in exactly as they are presented.

Pay particular attention to the difference between lower case L and I or 1, and zeros and upper case O.

If the login does not work, go back and change the lower case L's to ones or i's and the zeros to upper case O and vice versa.

All Users

Use this check box to check all users on the list.

Selected Users

Check the users you want to be able to download using this password and User ID.

Remember: Each password and ID downloads one advisors' client data.

See Also

Security Roles

 

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Be sure the users you check also have rights to the particular module or they will not even be able to access the download module to use the password.  It's a good idea to set up a separate security roll for those users who will download data.