Accessing Fee Statements via Hub
Accessing Fee Statements Quiz
Test your knowledge on how to effectively access client fee statements via the hub. This quiz covers essential aspects of registration, statement filtering, and authentication methods. Whether you're new to the hub or just need a refresher, this quiz is designed for you!
- 10 multiple choice questions
- Expand your understanding of the hub
- Quick and engaging format
How many days after receiving activation email does the user have to complete registration?
6 days
1 day
7 days
Users are only able to filter statements within the hub by classification code (Dealer Group), Dealer Name/Number and DRAD
True
False
The “My Documents” screen shows which of the following
Client fee statements sent to SPAM
The total number of client fee statements available to download
The total number of client fee statements deleted
What should a user do first if experiencing issues downloading files
Click link “ [email protected] “
Send email to [email protected]
Click link “ Find Help in the Knowledge Base ”
Users can only setup one multifactor authentication method to be used for all future logins.
True
False
Paper statements will
Be discontinued effective March 20, 2023
Continue to be mailed several months after accessing hub
Continue to be mailed until field representative notifies csauto to discontinue
For initial setup, the client fee payee email address will be provided via ___ (if not already on file)
Authentication method updates must be approved by csauto
True
False
Over-remit statements have been uploaded and backdated, starting
May 2022
January 2022
March 2023
If registration link expires, user will need to contact their District Manager
True
False
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