General Application

What type of Reports/Templates can be created via ATEB suitability?
1) Suitability Report Users are able to create a full suitability report which can include the following section areas: Retirement, Investment, Mortgage an...
Wed, 21 Aug, 2019 at 4:21 PM
At a glance, where can you see the number of in progress reports, completed reports and available templates?
On the 'Dashboard' page, the number of reports that are in progress, the number of completed reports and the number of created templates can ...
Fri, 20 May, 2016 at 10:05 AM
How do you log out of the system?
Clicking on the 'Log Out' button redirects the application to the log in screen. The 'Log Out' button can be clicked at an...
Sat, 8 Apr, 2017 at 2:50 PM
Where can you see the templates you have access to?
All templates can be viewed on the 'Templates' page, which is located under the ‘Main’ sub-section.   For each template the fo...
Sat, 8 Apr, 2017 at 2:51 PM
The sidebar has disappeared; how do you get this to reappear?
The side navigation bar can be opened by clicking on the company logo on the top left corner of the application; this is outlined below in red. ...
Sat, 8 Apr, 2017 at 2:50 PM
How do you change the Company you are affiliated to?
Within the new application, it is possible for a user to be affiliated with more than one company.  For the user to change the company, they must navi...
Fri, 15 Jun, 2018 at 9:15 AM
Why is the reset password link not working?
There are three main causes for this issue: 1) The link you are using is not the most recent version. Please ensure that you are clicking on the most re...
Fri, 15 Jun, 2018 at 9:16 AM
What is the registration process for ATEB suitability?
From the main log in screen on the ATEB suitability page, click on the given link where it says 'To start a 14 day FREE trial click here.' ...
Fri, 15 Jun, 2018 at 9:29 AM