gVue
Employee Mode Guides
Admin Mode Guides
Categories
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Transactions
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Policies
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Tasks
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Restricted & Watch Lists
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Profile Settings
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Requests
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Getting Started
- Two Factor Authentication (2FA) Setup and Login
- Manually Adding a Brokerage Account
- Electronically Connecting a Brokerage Account
- Account Activation
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Certifications
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Dashboard
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Securities Management
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User Management
- Adding a Brokerage Account for a User
- User Groups
- Viewing User Details
- Editing Brokerage Account for a User
- Resetting Passwords
- Deactivating Users
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Personal Trading Reporting
- Holdings Report
- Non-Compliant Transactions
- Brokerage Accounts Report
- Verifying User Submissions
- Unsubmitted Reports
- Transaction Report
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Requests
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Settings
- Report Settings
- Firm-Wide 2FA
- Company Profile
- Holding Period
- Compliance Alert Settings
- Trade Approval Settings
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Managing Policies
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