Nandeesh Madapadi
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Recent activity by Nandeesh Madapadi-
Resetting Passwords
Head to the login page and click on "Forgot Password." Enter your email or username, then follow the instructions to get a verification code sent to your email or via SMS. After that, enter the cod...
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Tax Strategies and Balancing
Tax Strategies for Effective Portfolio Planning Accounting for your specific tax situation is crucial for maximizing your after-tax returns and increasing the size of your portfolio over time. Here...
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Question on Rebalance
Here is a quick demo at 1:40 timeTrading Tab Demo
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Overview of Tamarac Client Portal
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How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...
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What are these sections and articles doing here?
This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...
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Welcome to your Help Center!
You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...
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How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...
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How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...