Client Vault Video Series (Click on the document title to launch the video.)
Client Videos:
Client Videos: Initial Login and Password Changes
Client Videos: How to upload files from your computer to the Barry Capital Client Vault
Client Videos: Making the most of Password Management on the Barry Capital Client Vault
Videos for Shared Advisors:
Shared Advisors: How to upload files to client folders on the Barry Capital Client Vault (Due to new feature activations, the release date is now July 2010)
Client Videos:
Client Videos: Initial Login and Password Changes
Client Videos: How to upload files from your computer to the Barry Capital Client Vault
Client Videos: Making the most of Password Management on the Barry Capital Client Vault
Videos for Shared Advisors:
Shared Advisors: How to upload files to client folders on the Barry Capital Client Vault (Due to new feature activations, the release date is now July 2010)