Compliance TRACKR App
- Mercedes Rothwell
Owned by Mercedes Rothwell, created
Contents
Overview
The Compliance TRACKR app makes it easy to send disclosures and track the recommendations that you provide to clients. The app is dynamic, which means your choices affect the fields that appear on the screen. Refer to the sections below to learn how to complete tasks in the app.
Sending Disclosures
Tip: If you want to send disclosures and track recommendations at the same time, refer to the Sending Recommendations section instead.
Providing Recommendations
The Compliance TRACKR asks different questions based on the type of recommendation that you select. However, the steps are the same.
Audience: Field Users
Functionality: The Compliance TRACKR app allows users to track recommendations and send disclosures to clients.