Support

Where possible, Fastrak will merge all client investments into one client account, however, sometimes, Fastrak just isn't provided enough information to...

Within the Setup Tab of Fastrak you will find the FE Credentials tab on the left-hand side of the screen. If this is not available, please raise a Support T...

Wrapper Categories are settings that pull through from your integrated Platforms & Back Office. Sometimes these are missing and occasionally they will n...

Go to the “Funds” option on the Menu at the top of the page. At this stage you will have access to all the available funds from Financial Express.   To on...

Within the Setup area of Fastrak you will see an area called Custom Benchmarks. If this is not available, please raise a Support Ticket to get this area add...

The account name in Fastrak is used in several ways: It shows when you search for a Client Account either when creating a new report or when opening the C...

here are three editable fields in the Account Summary Widget. Account Name Account Reference  Account Type Double Clicking to the right of the field wil...

Within the Setup Tab of Fastrak you will find the Names & Logos tab on the left-hand side of the screen. If this is not available, please raise a Suppor...

Data we receive from Transact no longer hold any client information, such as name, address or contact details.   This makes importing data into Fastrak dif...

Unipass (Windows) To obtain the Unipass details which are required to integrate with Fastrak, you can get these details by performing the following: ...