• A Tour of IFT Access

    IFT Access allows Distributors to submit brokerage identification number (BIN) or representative of record (REP) changes. Click the image to launch this video tour. Watch from start to finish or use navigation tabs to select topic.
  • A Tour of LNA Access

    LNA Access enables distributors to submit licensing and appointment requests and producer information transactions. Watch from start to finish or use navigation tabs to select a topic.
  • A Tour of the Producer Management Portal

      The Producer Management Portal allows Distributors to quickly find Producer training course completion information and real-time point-of-sale training authorizations using a front end screen. Click the image to launch this video tour. Watch from start to finish or use navigation tabs to select topic.
  • Risk Management (GSD)

    Welcome to the Risk Management (GSD) section of the Learning Center! As a CCP for eligible trades submitted by its Netting Members, GSD mitigates credit, market and liquidity risks in the financial services sector by standardizing and implementing risk management practices. GSD manages these risks that arise from outstanding obligations through various processes like mark-to-market, margining...
  • Documentation—OASYS Direct and Workstation 7.0 and Later

    Use the documents in the following table to learn more about Version 7.0 and later. Direct Workstation Both    

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