Community Investment Trust (CIT) Documentation for Enterprise Users#
Intro#
Welcome to the documentation for the Enterprise version of the CIT App. See below to get started.
Important Notice
The information in this document is for informational purposes only and is not intended to be legal, financial, or other advice. No legal or business decision should be based on its content.
Download This Manual
Other Manuals
See the CIT App User Manuals homepage for links to all manuals and PDF downloads.
Reference Guides
Looking for data dictionaries, status definitions, and quick reference cards? See the Reference Guides on the homepage.
My Accounts Category#
The CIT App will always open up to the My Accounts Page.
CIT App, My Accounts Screen, Homepage#
The main feature of the My Accounts Page is that it allows you Manage Different Accounts.
Note
You can navigate to the rest of the app through the Primary Sidebar.
For more on navigation and the primary sidebar, see General Sidebar Navigation page.
Enterprise Manual
- My Accounts
- Dashboard
- Profile
- User
- Account
- Document
- Offering
- Investment
- Communication
- Dividend
- Transaction
- Settings
- Report
- Billing
- Proxy
- Proof of Address
- Common