As an Administrator of the DBS portal, you can easily add new users, delete users, and reset passwords for the compliance group at your firm. Watch this video to learn how to complete each function.
Related Lesson
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Adding & managing trade restrictions
Watch this video to learn how to add trade restrictions with just a few clicks, then view and manage all restrictions and their current status.
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Fidelity can help you effectively and efficiently oversee your employees' investment and trading activities. Working with Fidelity will give your employees access to our exceptional service and range of investment options.