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.
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The Producer Management Portal (PMP) enables Distributors to find Producer training course completion information and...
LNA Access enables distributors to submit licensing and appointment request...
IFT Access allows Distributors to submit brokerage identification number (B...
Watch the videos in this section to learn more about manual trade entry in ...
Watch the videos in this section to learn more about Confirm Archive for th...
Watch this short, introductory video to learn more about all of these benef...
Use the documents in the following table to learn more about version 7.0 to...
Close ALL of your browser windows and log in again. The link to inp...
The UI 4.0 is available to all current CTM users. Follow the steps below to...
TradeSuite ID/SWIFT (Society for Worldwide Interbank Financial Telecommunic...
If you do not see the message on the Messaging Dashboard, then DTCC never r...
Use the following documents to configure and operate the Connect service: ...
Call the Client Support Center at 888-382-2721, option 1-3, and hav...
In the below table you can see a full list of all functionality available i...
Settlement Optimization proposes an alternative settlement model through ...
Use the following Product Release Information documents to learn ...
Contact your relationship manager directly or email insurance@dtcc....
