Guide to Downloading Excel Files for Alignment
Step 1. Log In to the System
Start by logging into the system.
Ensure you have the necessary credentials to access your account.
Step 2. Navigate to My Commissions
Once logged in, locate and click on 'My Commissions'.
This section contains your commission statements and documents.
Step 3. Access Statements and Documents
Click on 'Statements and Documents' to view available files.
Step 4. Download Excel Files
Instead of downloading PDFs, focus on downloading Excel files.
Click on the 'Download' button next to the Excel files you need.
Step 5. Prepare for Alignment
After downloading, prepare to do the alignment.
Make sure to include the date in your alignment.
Step 6. Specify the Alignment Date
Set the alignment date as 'May 16th, 2025'.
Ensure the format is clear: 'Alignment, May 16th, 2025'.
Step 7. Confirm Quarterly Review
Remember that this process is done quarterly.
Thank everyone involved and conclude the session.