|
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 |