General Application
1) Suitability Report Users are able to create a full suitability report which can include the following section areas: Retirement, Investment, Mortgage an...
Thu, 8 Apr, 2021 at 10:14 AM
The 'Dashboard' page displays the number of reports that are in progress, the number of completed reports and the number of created templates ca...
Thu, 8 Apr, 2021 at 10:09 AM
Clicking on the 'Log Out' button returns the application to the log in screen. The 'Log Out' button can be clicked at any time. Th...
Thu, 8 Apr, 2021 at 10:09 AM
All templates can be viewed on the 'Templates' page, which is located under the ‘Main’ sub-section. For each template the following deta...
Thu, 8 Apr, 2021 at 10:10 AM
The side navigation bar can be opened by clicking on the company logo on the top left corner of the application; this is highlightedbelow.
Thu, 8 Apr, 2021 at 10:10 AM
It is possible to be affiliated with more than one company within the ATEB Suitability application. To be added as a user of another company, please cont...
Thu, 21 Apr, 2022 at 9:33 AM
There are three main causes for this issue: 1) The link is not the most recent version. Please ensure that the link is from the most recent password res...
Thu, 21 Apr, 2022 at 10:45 AM
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.' ...
Thu, 21 Apr, 2022 at 10:40 AM