Please complete this brief form to provide the information needed for scheduling your CI migration.
Please provide the primary CI migration point of contact's full name and email address
*
Email Address
*
Do you run CI manually, or is CI run through an automated script?
CI manually
CI automated
Optional comment:
How frequently do you run CI?
Daily
Weekly
Monthly
Other
If other, please share frequency:
On a day in which CI is run, is it typically run once or multiple times?
Once
Multiple
If multiple, please share your practices:
If you run single advisor export, do you want to be part of the early access migration period?
Yes, please contact me for early access.
No, I will wait to be scheduled for a migration.
Do you programmatically access the CI Desktop SQL database to extract data?
No, I only export standard Account, Position, Security, Transaction, and Price data from CI
Yes
If yes, please describe what is done and what the data is used for:
