Overview
The Quik! App now supports TAMP (Turnkey Asset Management Program) Firm and Master Account Number fields.
Prerequisites
- Admin access
Step-by-Step Instructions
- Go to App Settings.
- Select Financial Professional Data.
- Scroll down to see the fields labeled "TAMP Firm Name" and "TAMP Master Account Number".
- Fill in these fields with the desired data and click the blue Add Record button.
If any changes need to be made after the record has been added, click on the Edit button, and select "Save" or "Cancel and exit editing".