What is e/Forms?
e/Forms is a program which includes most B2B Trust forms from the
web. It allows users to fill in the blanks electronically with
smart links to leading contact and client management software. The program
allows common client profile information such as name, address, DOB and SIN to
be imported directly to any pre-selected form. Dealer and representative
information is also imported.
e/Forms is a faster and electronic
alternative to completing forms.
Click
here to download the setup file
for
e/Forms. To install the e/Forms program on your system, simply run the setup file you
have downloaded. Using e/Forms for the first time and need help?
Click here.
Please note, to be able to read and print particular forms, your system requires Adobe® Acrobat® ReaderTM
7.0 or greater. To download the latest version of this
software,
Click here.
Additional software requirements may be needed to download your
clients' profile information. Contact software support includes ACT!,
Axis, Broker's Ally Version 7, CCB, Goldmine, Investment Gold,
Maximizer Version 5.0, Microsoft Outlook 98, Power Rep Version
200bc0, and Winfund FrontOffice.
For more information, please contact ScanTech technical support at 1-866-709-9666.
Upgrade available
for B2B Trust e/Forms users
B2B
Trust e/Forms users have the option available to upgrade to the full version of
e/Forms financial software. This is good news for the
financial advisor!
Currently, your
version of e/Forms contains only the B2B Trust forms.
The full version contains all B2B Trust
forms, plus over 700 industry
standard forms from 68 Mutual Fund Companies.
[Click
Here] for more information.