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Help Sheet Solution 6 – IRS Upload Instructions

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Help Sheet Solution 6 – IRS Upload Instructions

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									             Help Sheet

Solution 6 – IRS Upload Instructions




                Version 1.0
         Release Date: 04/12/2007




                                       Page 1 of 6
                                  Contents




SOLUTION 6 – IRS UPLOAD INSTRUCTIONS                    3

  Overview                                          3

CREATING THE FILE IN SOLUTION 6
                                                        3

V-WRAP HELP DESK                                        6




                                             Page 2 of 6
                   Solution 6 – IRS Upload Instructions
Overview
Praemium and Solution 6 IRS have developed a process to transfer trading and income
information from Solution 6 accounts into V-Wrap portfolios. It provides a mechanism for
both existing and new Praemium clients to receive Solution 6 contract data in the form of
a file upload which allows the user to review both platforms without time consuming data
transfer.

The following procedures detail how financial planners can download the file from the
Solution 6 and then upload into the V-Wrap service.

Creating the file in Solution 6

In Solution 6, the V-Wrap file download is located in the Reports, then Investment
Ledgers. The V-Wrap download uses the Visi file format, and is ordered using the same
methods as the other downloads.

   1. To enter the secure site, first click on AdviserHQ.
   2. When the next screen displays, enter the Adviser ID and PIN provided to
      planners upon receiving their first client.
   3. Select the Reports menu, then Entries, then Investment Ledgers as shown in
      Figure 1.




                                        Figure 1




                                                                               Page 3 of 6
4. Select the Ledger Transaction Report as shown in Figure 2.




                                    Figure 2

5. Check the Print to File box, as shown in Figure 3.




                                    Figure 3

6. Enter a filename and location and Save your file, as shown in Figure 4.




                                    Figure 4

                                                                             Page 4 of 6
7. Select Print as shown in Figure 5.




                                    Figure 5

8. Press Ok on the next screen to appear, as shown in Figure 6.




                                    Figure 6

9. Selection No to the Include Narrations question.




                                    Figure 7

   The file has now been saved in the location you selected ready for import into V-
   Wrap.




                                                                           Page 5 of 6
V-Wrap Help Desk
If you have any additional questions please feel free to phone the client Help Desk on 03
8622 1222 or email mail@praemium.com.au.




                                                                               Page 6 of 6

								
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