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Manuals, guides, forms, and more

Manuals, guides, forms, and more

Here you will find detailed descriptions, step-by-step guides, procedures, and other documents necessary for operating our services.

Document name Service Category Document type Download Preview

Importador de operaciones – carga de archivos (spanish only)

1.43 MB - PDF

Service Platform Manuals

Colocación de cuotas de fondos mutuos (CFM) con valor desconocido (spanish only)

1.89 MB - PDF

Domestic Custody and Settlement Manuals

Descripción de perfiles estándares clientes (spanish only)

388.34 KB - PDF

Service Platform Manuals

Registro y liquidación de operaciones (spanish only)

4.55 MB - PDF

Service Platform Manuals

Conexión inicial (spanish only)

462.86 KB - PDF

Service Platform Manuals

RSA – administradores de seguridad (spanish only)

1.18 MB - PDF

Service Platform Manuals

Reportes (spanish only)

5.48 MB - PDF

Service Platform Manuals

Custodia Internacional (spanish only)

2.92 MB - PDF

Service Platform Manuals

Administrador de seguridad (spanish only)

5.13 MB - PDF

Service Platform Manuals

Descripción de cuentas (spanish only)

5.08 MB - PDF

Service Platform Manuals