Technology Case Map

Technology Case Map

Technology Department

Case Topic

A little more Specific

Description

Support – Internal 

N/A

This topic is currently for internal employees only and will eventually be moved

Transition and Onboarding

Initiation

To alert IT of a potential new client

Transition and Onboarding

Technology Request

To request access to a new technology

Transition and Onboarding

Special Request

To submit a special request to Technology regarding on boarding or Transition

Transition and Onboarding

New Hire

To inform IT of a new hire

Transition and Onboarding

Tenant Setup

To inform IT of a new Tenant Setup

Transition and Onboarding

User Setup

To request a User Setup

Transition and Onboarding

Other

To request anything not covered by the list above

Platform Support

Nexus

To request support when Nexus access isn't working correctly

Platform Support

Orion

To request support when Orion access isn't working correctly

Platform Support

Office 365

To request support when Office 365 access isn't working correctly

Platform Support

Cabinet

To request support when Cabinet access isn't working correctly

Platform Support

Smarsh

To request support when Smarsh access isn't working correctly

Platform Support

Other

To request support when any other platform isn't working correctly

Investor Issues

Password Reset

To request a Password Reset

Investor Issues

Access Request

To request Access for an Investor

Investor Issues

Other

To request help for any other issues Investor may need

Platform Configuration

Nexus

To request Nexus Configuration help

Platform Configuration

Orion

To request Orion Configuration help

Platform Configuration

Cabinet

To request Cabinet Configuration help

Platform Configuration

Office 365

To request Office 365 Configuration help

Platform Configuration

New Setup

To request New Setup Configuration help

Platform Configuration

Other

To request Other Configuration help

Access Request

Nexus

To request access to Nexus

Access Request

Orion

To request access to Orion

Access Request

Schwab Advisor Center

To request access to Schwab

Access Request

NFS Wealthscape

To request access to NFS Wealthscape

Access Request

Traveling

To alert IT team of log in from outside US

Access Request

Fidelity Wealthscape

To request access to Fidelity

Access Request

TD Veo One

To request access to TD Veo One


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