Training Materials

Tutorials

Modifying the Check Layout (8 minutes)
Note that the check form names and numbers mentioned in this video may not be current. Contact Figtree for current check form information.  

Correcting Transactions (6 minutes)  

StockTrack Version 12.3 Features (30 minutes)  

Cost Basis Tracking for Transfer Agents -- PDF  

Cost Basis Tracking for Transfer Agents -- recording (1 hour)  

Cost Basis -- Using CBRS Web Direct by the STA and SSA -- recording (1 hour)  

Cost Basis -- Using CBRS Web Direct by the STA and SSA -- PDF of slides and notes  

Creating Custom Letters and Forms in StockTrack -- recording (30 minutes)  

Creating a two page stock certificate in StockTrack -- white paper  

New Features in StockTrack version 14.2 -- recording (1 hour)  

Sample form with Cost Basis ID: Branch Deposit Form  

Sample form with Cost Basis ID: DAM Deposit Ticket  

StockTrack Training class workbook (2009)  

Using the Pipeline in StockTrack -- video presentation (5 minutes)