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User Dashboard
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ACCOUNT DASHBOARD — Portfolio Snapshot
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ACCOUNT GROUP SUMMARY — College Accounts
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SINGLE ACCOUNT SUMMARY — Bill's College Fund
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ASSET TYPE SUMMARY — Technology
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Trading
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ABOUT TRADING
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ORDER ENTRY — Active Trade
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Tools
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INVESTOR TOOLS
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UNAUTHENTICATED
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LOG IN
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ABOUT US
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CONTACT
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Registration
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STEP 1 — Enter Account Number
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IN-LINE ERROR MESSAGING
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STEP 2 — Select User Name and Password
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STEP 3 — Security Questions
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Profile
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MY DETAILS
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PREFERENCES — Multi-lingual
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ACCOUNTS
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NOTICES — Message Inbox
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MY ADVISOR — Drop Down Tab
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Site Administration
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DASHBOARD
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CONFIGURE SITE
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ENTITY DETAILS
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EXAMPLE CONFIGURATION
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WHITE LABEL CUSTOMIZATION — Completely re-brandable for Financial Partners
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BRANDING OPTIONS — Color Settings and Themes
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COLOR PICKER — Close-up
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THEME EXAMPLE
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Discuss This Project: