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A number of administrative tasks can be completed through Tracker Settings. To access this area, select the Tracker Settings tab located on the side toolbar of the Tracker homepage |
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From this link Tracker users can change their password. |
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From this link, users can add, edit or delete custodians, broker/dealers, portfolios and indexes. |
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From this link, users can select the amortization method to be for all transactions |
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An administrator function in Tracker Settings is to add, edit and delete Tracker users. |
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The administrator can establish parameters for Tracker users in regard to each existing portfolio. |
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User activities in Tracker are logged. |