Below you'll find a number of commonly used sections of Veo and how to find them. There are many other areas of Veo but we've highlighted the most frequently used.
Download Forms:
Account Tools>Online Forms>All Forms
Check Form Status:
Account Tools>Status Tracker
**Pay special attention to NIGOs
Check Transfer Status:
Account Tools>Transfers
Check Client Accounts:
Accounts>Consolidated View>Balances
Check Distribution Information:
Accounts>Consolidated View>Cash Management
See distributions and status
Accounts>Self-Service>Status
Process Management Fees
Account Tools>Management Fees>Import
Process distribution request (only if you don’t use the XYIS Bank Transfer feature)
Accounts>Self-Service>Cash-Management
Dividend Reinvestment Settings
Account by Account: Accounts>Account Center>Dividend Reinvestment
Global: Preferences>User Preferences>Trading Defaults