Listed below are links to recent Managed Accounts Service training sessions. Training sessions are accessible using a web browser and require the Adobe Flash Player browser plug-in. Managed Accounts Service customers are encouraged to check back for additional sessions which will be added when they are available.

MAS Portal Review of:

• Cancels, Notes, and Data Extracts, October 15, 2009
• Distributions and Terminations, October 1, 2009
• Review of Trade Authorizations and Contributions, September 24, 2009
• New Account Opening, August 20, 2009