Recommended Veo Training

We've looked through the training that TD provides on the Veo platform to find the best pieces for you to watch! Below are the training pieces that we've found helpful in explaining how to use the most commonly used sections of Veo. There is much more than these four trainings below so if you have other areas of Veo you'd like to explore, check out the Veo Training Center. 

First off, you can find the list of all available training in Veo here.

You may have to use Veo to open accounts that aren’t able to be opened through XYIS. TD offers good training on this process in Veo. There are two versions of account wizard training, one for Veo users and for Veo One users (Account Wizard eLearning Video for Veo One Users as well as Account Wizard eLearning Video). Select the training for the version you use here and start learning!

Interested in a rundown of how the Status Tracker works? The status tracker shows you where TD is at in the processing stage of paperwork. Reference this page to see if your documents are moving through TD quickly or have any issues! Check it out here.

Helpful info on how to track transfers in Veo (ACATs and non-ACATs) is available too! Make sure your ACATs are in process and that TD has all they need here. 

Want to double check that you’re getting alerts for all that you would like to? This section allows you to configure what alerts the TD team will send you when the need arises. Check them out here.