Operations Help Center

Resource Documents and Live IT infrastructure Help Desk

Money Concepts provides comprehensive support for all Financial Service Centers. Choose the link below that best matches the type of assistance you require. When clicked, you'll be redirected to the correct help page. If you're not sure... just give us a call at: (561) 472-2000

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Steven Sherrill
MIS Specialist

Live IT Support

NOTE: To be used only at the direction of your IT support representative. Click link below:


Document Resources

Edocs Login

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Edocs System Tutorial

Edocs System Tutorial: A detailed guide to the Edocs Version 10 platform. This guide includes information on Log in, navigation, setting up permissions for assistants (Rep/NRF/Licensed Assistant), the resource website, and support contact information.

Single Sign On Admin Setup

Single Sign On Admin Setup: This is a guide which provides instructions for setting up Single Sign on permissions, to allow an NRF or Licensed Assistant to access the rep Single Sign systems. This guide should be read after reading the Edocs System Tutorial.

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