# Stax.Ai Help Center

> Advice and Answers from Stax.ai.

## For Retirement Consultants

- [CX Features Explained](https://help.stax.ai/en/articles/13891910-cx-features-explained.md): Learn about each of CX's core features for retirement plan administration teams.
- [What is CX \(Client Experience\)?](https://help.stax.ai/en/articles/13891220-what-is-cx-client-experience.md): How CX works, what it can do for your business, and what makes it different from other solutions.
- [Stax.ai CX Glossary](https://help.stax.ai/en/articles/13892057-stax-ai-cx-glossary.md): These are terms your team will commonly see when using Stax.ai CX.
- [Your Daily Briefing](https://help.stax.ai/en/articles/11398510-your-daily-briefing.md): The Daily Briefing in the CX system is a central hub for reporting and operational insights.
- [Custom Dashboards](https://help.stax.ai/en/articles/13894091-custom-dashboards.md): Create, publish, and share custom reporting dashboards.
- [Viewing Dashboards Inside CX](https://help.stax.ai/en/articles/12084716-viewing-dashboards-inside-cx.md): Learn about the three default dashboards in Stax.ai and how they track census collection, client health, and operational progress.
- [Milestone Reports](https://help.stax.ai/en/articles/13894386-milestone-reports.md): Create and report on project milestones.
- [Understanding Filters, Views, and Reporting](https://help.stax.ai/en/articles/11404145-understanding-filters-views-and-reporting.md): Learn how to set custom filters, generate data driven reports, and get the right information when you need it.
- [Your Email Inbox Overview](https://help.stax.ai/en/articles/13894934-your-email-inbox-overview.md): The Inbox is your email workbench inside CX. What each view holds, what's on the screen, and how mail connects to the client it belongs to.
- [Connecting Your Email in CX](https://help.stax.ai/en/articles/13894957-connecting-your-email-in-cx.md): Connect your Outlook or Gmail account to CX and begin generating client pulse metrics.
- [Connecting to Google Workspace](https://help.stax.ai/en/articles/13895088-connecting-to-google-workspace.md): Connect your Google Workspace email account to CX.
- [Connecting Outlook Email in CX](https://help.stax.ai/en/articles/13895121-connecting-outlook-email-in-cx.md): Connect your Outlook or Microsoft email account.
- [Linking Email Conversations to Specific Clients for Interactions](https://help.stax.ai/en/articles/13895161-linking-email-conversations-to-specific-clients-for-interactions.md): Create detailed client insights and pulse scores by linking conversation threads to clients.
- [Smart Email Generation in CX](https://help.stax.ai/en/articles/13895212-smart-email-generation-in-cx.md): Use CX to automatically draft email replies for you quickly
- [AI Task Suggestions from Emails in CX](https://help.stax.ai/en/articles/13895236-ai-task-suggestions-from-emails-in-cx.md): Easily create and assign tasks directly from your email inbox
- [How To Connect Microsoft Email](https://help.stax.ai/en/articles/11842154-how-to-connect-microsoft-email.md): If you have connection or permissions issues connecting your Outlook email to Stax.ai, check out this guide.
- [How to Remove and Reconnect Your Google Access Token for Stax.ai](https://help.stax.ai/en/articles/12327583-how-to-remove-and-reconnect-your-google-access-token-for-stax-ai.md): Learn how to reset your Gmail connection to Stax.ai
- [Email Sending Setup](https://help.stax.ai/en/articles/12314733-email-sending-setup.md): Keep your email connected so your messages always come from you, just the way they should.
- [Inbox Email Connection Walkthrough](https://help.stax.ai/en/articles/11395753-inbox-email-connection-walkthrough.md): This guide shows how to connect your email to Stax.ai CX, manage messages, and streamline communication within the platform.
- [Creating and Managing Tasks](https://help.stax.ai/en/articles/11404087-creating-and-managing-tasks.md): Learn how to create, complete, and manage tasks for your clients and internal projects.
- [Tasks Overview](https://help.stax.ai/en/articles/13895332-tasks-overview.md): Assign out work to your team and plan sponsors using tasks
- [Reviewing Task Activity](https://help.stax.ai/en/articles/13895341-reviewing-task-activity.md): Easily identify and report on task activity
- [Bulk Actions](https://help.stax.ai/en/articles/11408589-bulk-actions.md): Learn how to update tasks, projects, and other items in bulk.
- [Overview of Projects](https://help.stax.ai/en/articles/11398640-overview-of-projects.md): Learn how to use Stax.ai CX to manage client projects, tasks, and workflows efficiently—just like a CRM.
- [Creating and Launching Projects](https://help.stax.ai/en/articles/11404073-creating-and-launching-projects.md): Learn how to launch projects and tasks at scale to keep your team aligned and effective.
- [Automations](https://help.stax.ai/en/articles/11404099-automations.md): Leverage automations to level up your project and task workflows.
- [File Management Overview](https://help.stax.ai/en/articles/11404175-file-management-overview.md): Learn how to navigate and store your team's files in Stax.AI CX.
- [Navigating to Files](https://help.stax.ai/en/articles/13895372-navigating-to-files.md): Navigate to and within files in CX
- [Managing Folders and Files](https://help.stax.ai/en/articles/13895379-managing-folders-and-files.md): Learn how to create and delete folders and files easily
- [Collaborating with Comments and Activity Log in Files](https://help.stax.ai/en/articles/13895382-collaborating-with-comments-and-activity-log-in-files.md): Learn how to collaborate on files and review file and folder activity easily
- [Creating a Public Upload Folder in CX](https://help.stax.ai/en/articles/13895390-creating-a-public-upload-folder-in-cx.md): Easily share documents securely
- [Sharing Files with a Link](https://help.stax.ai/en/articles/13895401-sharing-files-with-a-link.md): Easily give controlled access to files
- [Users and Groups Overview](https://help.stax.ai/en/articles/13895410-users-and-groups-overview.md): Control and group user permissions inside CX
- [Inviting New Users](https://help.stax.ai/en/articles/11395775-inviting-new-users.md): Learn how to invite users to your team
- [User Permissions](https://help.stax.ai/en/articles/11395811-user-permissions.md): Configure permissions to give your team the right access across projects, clients, and files.
- [Your Profile Settings](https://help.stax.ai/en/articles/11395770-your-profile-settings.md): Configure your account settings like profile picture, name, and phone number.
- [Plan Admin Settings](https://help.stax.ai/en/articles/11409068-plan-admin-settings.md): Learn how to configure team wide plan administration settings.
- [Advanced Settings](https://help.stax.ai/en/articles/11409074-advanced-settings.md): Learn about advanced security controls and team settings.
- [Adding Multiple Recipients to Client Reminders](https://help.stax.ai/en/articles/12169325-adding-multiple-recipients-to-client-reminders.md): Learn how to ensure that all relevant contacts get task reminders.
- [Updating your Password in CX](https://help.stax.ai/en/articles/12117885-updating-your-password-in-cx.md): How to change your password in the Stax.ai CX platform
- [Login Options to CX](https://help.stax.ai/en/articles/13902154-login-options-to-cx.md): Compare the ways your team can sign in to CX — password, password plus MFA, password-less, and SAML single sign-on — and pick the right one for your firm.
- [Template Client File Directories](https://help.stax.ai/en/articles/13902193-template-client-file-directories.md): Learn how to set up consistent folder structures for every new client.
- [Connecting FTWilliam](https://help.stax.ai/en/articles/11408267-connecting-ftwilliam.md): Learn how to connect to FTWilliam and send census data.
- [Connect Trust Accounting](https://help.stax.ai/en/articles/11408520-connect-trust-accounting.md): If you use both Trust Accounting and CX, learn how to connect them to automate the flow of information between both systems.
- [Datair Integration](https://help.stax.ai/en/articles/13895454-datair-integration.md): Export census data in Datair formats
- [Configuring an FTWilliam.com Census Grid](https://help.stax.ai/en/articles/11408311-configuring-an-ftwilliam-com-census-grid.md): Learn how to configure your census grid to export to FTWilliam.com
- [Navigating Payroll in CX](https://help.stax.ai/en/articles/11649437-navigating-payroll-in-cx.md): In this lesson, you’ll learn how to view, track, and export payroll data inside Stax.ai CX.
- [Payroll Statuses](https://help.stax.ai/en/articles/13061735-payroll-statuses.md): Learn more about what various payroll statuses are and what action is required on them.
- [Create and Manage Companies](https://help.stax.ai/en/articles/11404590-create-and-manage-companies.md): Learn how to create and manage company profiles inside CX.
- [Bulk Provisions Upload](https://help.stax.ai/en/articles/13575607-bulk-provisions-upload.md): The Bulk Provisions Upload feature helps you upload provisions files \(typically from document providers like FTWilliam or ASC\) and efficiently create new plans with provisions or update existing pl...
- [Provisions, Eligibility, and Compensation](https://help.stax.ai/en/articles/11404409-provisions-eligibility-and-compensation.md): Learn how to import plan provisions and calculate eligibility.
- [Viewing Participants](https://help.stax.ai/en/articles/11404390-viewing-participants.md): Learn about CX's participants system toview eligibility, entry dates, and compensation information.
- [Exporting Participant Census Data](https://help.stax.ai/en/articles/11404431-exporting-participant-census-data.md): Learn how to export census files directly from CX.
- [Equivalency Method Calculations](https://help.stax.ai/en/articles/11404513-equivalency-method-calculations.md): Learn how to configure equivalency method for plans to ensure eligibility is accurately tracked.
- [Importing Vesting Basis](https://help.stax.ai/en/articles/11404578-importing-vesting-basis.md)
- [Bulk Updating Participant Census Status](https://help.stax.ai/en/articles/13728239-bulk-updating-participant-census-status.md): Learn more about how to intentionally remove participants from census, without deleting them.
- [Creating and Managing Pages](https://help.stax.ai/en/articles/11404260-creating-and-managing-pages.md): Learn how to save, manage, and publish pages in the CX library.
- [Project Templates](https://help.stax.ai/en/articles/11404303-project-templates.md): Learn how to create and launch repeatable project templates for standardized workflows.
- [Email Templates](https://help.stax.ai/en/articles/11404315-email-templates.md): Learn how to create, customize, insert dynamic merge fields, test, and publish so your team can send polished emails at scale.
- [Form Fill and Sign](https://help.stax.ai/en/articles/11404323-form-fill-and-sign.md): Learn how to upload and send forms to fill and sign.
- [Building and Sending Questionnaires](https://help.stax.ai/en/articles/11404346-building-and-sending-questionnaires.md): Learn how to create, send, and review questionnaires.
- [Applying Reporting Fields Retroactively](https://help.stax.ai/en/articles/13773040-applying-reporting-fields-retroactively.md): Learn how to retroactively apply logging field tracking into data fields from projects.
- [Creating Client Requests](https://help.stax.ai/en/articles/11807963-creating-client-requests.md): Learn how to create and launch client requests using the client portal.
- [Brand Your Client Portal](https://help.stax.ai/en/articles/11404603-brand-your-client-portal.md): Configure your colors and brand logo on your client portal.
- [Invite Clients to Your Client Portal](https://help.stax.ai/en/articles/11404608-invite-clients-to-your-client-portal.md): Learn how to invite your plan sponsors to use your client portal.
- [Creating a Client Portal Account](https://help.stax.ai/en/articles/11404615-creating-a-client-portal-account.md): Learn how your clients can create a client portal account through an invitation sent from your team.
- [Managing Client Portal Users](https://help.stax.ai/en/articles/11404622-managing-client-portal-users.md): Learn how to manage who has access to your client portal.
- [Secure File Exchange](https://help.stax.ai/en/articles/11404633-secure-file-exchange.md): Learn how to send files securely to your clients via the client portal.
- [Client Portal Live View](https://help.stax.ai/en/articles/13575196-client-portal-live-view.md): The Live Client Portal Screen View feature lets you see what a client is looking at on their portal in real-time, just like looking over their shoulder to help them.
- [Client Portal Permissions](https://help.stax.ai/en/articles/14006753-client-portal-permissions.md): Understand what permissions you have available when giving plan sponsors and external contacts access to the client portal.
- [People Management](https://help.stax.ai/en/articles/12011583-people-management.md): A unified CRM-style hub for managing all plan, company, and contact relationships in one place.
- [Managing Contacts in Bulk](https://help.stax.ai/en/articles/12110614-managing-contacts-in-bulk.md): Learn how to use bulk actions on contacts.
- [Reassigning A Contact's Company or Plan Associations](https://help.stax.ai/en/articles/12015647-reassigning-a-contact-s-company-or-plan-associations.md): Learn how to re-assign companies or plans from one contact to another.
- [Company, Plan, or Deal Specific Quick Actions](https://help.stax.ai/en/articles/12142909-company-plan-or-deal-specific-quick-actions.md): Learn about quick actions you can perform when viewing a contact.
- [Custom Data Fields for Contacts](https://help.stax.ai/en/articles/12142933-custom-data-fields-for-contacts.md): Learn how to create and use custom data fields for contacts
- [Plan Admin Page](https://help.stax.ai/en/articles/13379941-plan-admin-page.md): Learn about how to track plan admin status across plans.
- [Managing Custom Issues](https://help.stax.ai/en/articles/11404440-managing-custom-issues.md): Create custom issues to work with your plan sponsors to correct incorrect data on census or employee records.
- [Deals CRM](https://help.stax.ai/en/articles/11404354-deals-crm.md): Learn how to use the Deals CRM to grow your pipeline and automate launching projects!
- [How To Report on Contacts Assigned to Your Companies](https://help.stax.ai/en/articles/13687337-how-to-report-on-contacts-assigned-to-your-companies.md): Learn how to report on the contacts assigned to your companies.
- [Drag and Drop Payroll Uploading](https://help.stax.ai/en/articles/12314789-drag-and-drop-payroll-uploading.md): Learn how to drag and drop payroll files into CX for processing.
- [Exporting Data To Excel](https://help.stax.ai/en/articles/13901870-exporting-data-to-excel.md): Export client, plan, and to do data directly to excel.
- [Creating a Census Data Collection Project](https://help.stax.ai/en/articles/13901950-creating-a-census-data-collection-project.md): Understand how to set up your census data collection and review projects for success.
- [Exporting Payroll Data For Specific Date Ranges](https://help.stax.ai/en/articles/13902015-exporting-payroll-data-for-specific-date-ranges.md): Export pay data from individual reports or API connections.
- [Setting Task and Project Due Dates](https://help.stax.ai/en/articles/13902034-setting-task-and-project-due-dates.md): Use due dates to report on specific timelines and ensure your team works on what is priority.
- [Creating User Permission Groups](https://help.stax.ai/en/articles/13902067-creating-user-permission-groups.md): Set up user groups to give your staff access to the right features at the right time.
- [Sending Client Task Reminders](https://help.stax.ai/en/articles/13902130-sending-client-task-reminders.md): Remind your clients when tasks are nearing or past their due date.
- [Connecting Payroll Ahead of Census](https://help.stax.ai/en/articles/12151513-connecting-payroll-ahead-of-census.md): Get ahead of census season and help your plan sponsors connect payroll.
- [Lesson 1: Introduction to Stax.AI and the TPA Industry \(from our POV\)](https://help.stax.ai/en/articles/11559619-lesson-1-introduction-to-stax-ai-and-the-tpa-industry-from-our-pov.md): Welcome to Stax.ai CX – The Future of TPA Operations
- [Lesson 2: Configuring Your Profile](https://help.stax.ai/en/articles/11559844-lesson-2-configuring-your-profile.md)
- [Lesson 3: Navigating the Dashboard](https://help.stax.ai/en/articles/11565455-lesson-3-navigating-the-dashboard.md): The CX Dashboard gives you a real-time snapshot of client health, tasks, and communications to guide your daily work.
- [Lesson 4: Managing Projects and Tasks](https://help.stax.ai/en/articles/11573070-lesson-4-managing-projects-and-tasks.md): In CX, Projects organize repeatable workflows, while Tasks break them down into individual actions for your team or clients.
- [Lesson 5: Managing Project Templates](https://help.stax.ai/en/articles/11573492-lesson-5-managing-project-templates.md): Project templates in CX allow you to standardize repeatable workflows; saving time, improving consistency, and reducing manual steps.
- [Lesson 6: Navigating Email and Form Templates](https://help.stax.ai/en/articles/11752796-lesson-6-navigating-email-and-form-templates.md): This article walks you through where to find these templates, how to explore them, and how they connect to your broader workflows.
- [Lesson 7: Navigating Companies, Plans, and Participants](https://help.stax.ai/en/articles/11752915-lesson-7-navigating-companies-plans-and-participants.md): In this lesson, you’ll learn how to navigate the three foundational areas of your CX workspace: Companies, Plans, and Participants.
- [Lesson 8: Navigating File Management](https://help.stax.ai/en/articles/11753001-lesson-8-navigating-file-management.md): This article walks through how to use the Files system - including folders, permissions, collaboration tools, and client file sharing.
- [Troubleshooting Guides](https://help.stax.ai/en/articles/11475806-troubleshooting-guides.md): Here, you'll find a range of situations you might encounter while working with Stax.ai.
- [Issue Example and Walkthrough](https://help.stax.ai/en/articles/11475833-issue-example-and-walkthrough.md): Run through an issue example and learn how to resolve it.
- [Providers](https://help.stax.ai/en/articles/11689876-providers.md): In this section we cover different providers -- what is and is not supported, and how to work on them
- [ADP](https://help.stax.ai/en/articles/11698155-adp.md): This provider does not include transaction details.
- [Allen Trust](https://help.stax.ai/en/articles/11698189-allen-trust.md)
- [Altruist](https://help.stax.ai/en/articles/11698208-altruist.md)
- [Atlantic Union](https://help.stax.ai/en/articles/11698217-atlantic-union.md)
- [American Century](https://help.stax.ai/en/articles/11698247-american-century.md)
- [American Funds](https://help.stax.ai/en/articles/11698258-american-funds.md): American Funds should only have 3 formats, therefore, these are the only formats you should encounter.
- [American Investment](https://help.stax.ai/en/articles/11698860-american-investment.md)
- [American Trust](https://help.stax.ai/en/articles/11698874-american-trust.md)
- [Ameriprise](https://help.stax.ai/en/articles/11698889-ameriprise.md)
- [Argent Trust](https://help.stax.ai/en/articles/11698913-argent-trust.md)
- [AssetMark](https://help.stax.ai/en/articles/11698926-assetmark.md)
- [AXOS](https://help.stax.ai/en/articles/11698991-axos.md)
- [Baird](https://help.stax.ai/en/articles/11699019-baird.md)
- [Bacorp South](https://help.stax.ai/en/articles/11699110-bacorp-south.md)
- [Bernstein](https://help.stax.ai/en/articles/11699123-bernstein.md)
- [BNY Mellon](https://help.stax.ai/en/articles/11699132-bny-mellon.md)
- [Central Trust Company](https://help.stax.ai/en/articles/11699151-central-trust-company.md)
- [Century Bank and Trust](https://help.stax.ai/en/articles/11699175-century-bank-and-trust.md)
- [Cetera](https://help.stax.ai/en/articles/11699186-cetera.md)
- [Charles Schwab](https://help.stax.ai/en/articles/11707066-charles-schwab.md)
- [CIBC](https://help.stax.ai/en/articles/11739162-cibc.md): There are 2 formats of CIBC
- [City National](https://help.stax.ai/en/articles/11739241-city-national.md): City National Bank and City National Securities are the same
- [Clarfeld Citizens](https://help.stax.ai/en/articles/11740272-clarfeld-citizens.md)
- [Coastline Trust Company](https://help.stax.ai/en/articles/11740350-coastline-trust-company.md)
- [Columbia Threadneedle Investments](https://help.stax.ai/en/articles/11740357-columbia-threadneedle-investments.md)
- [Comerica](https://help.stax.ai/en/articles/11740365-comerica.md)
- [Counsel Trust](https://help.stax.ai/en/articles/11740456-counsel-trust.md)
- [Country Financial](https://help.stax.ai/en/articles/11748957-country-financial.md)
- [DA Davidson](https://help.stax.ai/en/articles/11748973-da-davidson.md)
- [Deutsche Bank](https://help.stax.ai/en/articles/11748997-deutsche-bank.md)
- [Edward Jones](https://help.stax.ai/en/articles/11749011-edward-jones.md)
- [Equity Institutional](https://help.stax.ai/en/articles/11749024-equity-institutional.md)
- [Equitable](https://help.stax.ai/en/articles/11749037-equitable.md): Equitable has 2 formats
- [FIA](https://help.stax.ai/en/articles/11749052-fia.md)
- [Fidelity](https://help.stax.ai/en/articles/11749074-fidelity.md): Fidelity has two formats
- [Fifth Third Bank](https://help.stax.ai/en/articles/11749135-fifth-third-bank.md)
- [First Citizens](https://help.stax.ai/en/articles/11749144-first-citizens.md)
- [First Financial Trust](https://help.stax.ai/en/articles/11749672-first-financial-trust.md): First Financial Trust has 2 formats
- [First Premier Bank](https://help.stax.ai/en/articles/11749893-first-premier-bank.md)
- [First United](https://help.stax.ai/en/articles/11750748-first-united.md)
- [First Western Trust](https://help.stax.ai/en/articles/11750754-first-western-trust.md)
- [Frost](https://help.stax.ai/en/articles/11750969-frost.md)
- [Glenmede](https://help.stax.ai/en/articles/11750994-glenmede.md)
- [Glenview Trust](https://help.stax.ai/en/articles/11751235-glenview-trust.md)
- [Goldman Sachs](https://help.stax.ai/en/articles/11751260-goldman-sachs.md): There are 4 formats of Goldman Sachs
- [Goldstar Trust](https://help.stax.ai/en/articles/11751322-goldstar-trust.md)
- [Great Plains Trust](https://help.stax.ai/en/articles/11751338-great-plains-trust.md)
- [Guggenheim](https://help.stax.ai/en/articles/11751361-guggenheim.md)
- [Harbor Funds](https://help.stax.ai/en/articles/11751372-harbor-funds.md)
- [Hartford Funds](https://help.stax.ai/en/articles/11751410-hartford-funds.md)
- [Horizon Trust & Investment Management](https://help.stax.ai/en/articles/11751423-horizon-trust-investment-management.md)
- [Inspira](https://help.stax.ai/en/articles/11751472-inspira.md)
- [Interactive Brokers](https://help.stax.ai/en/articles/11751488-interactive-brokers.md)
- [Invesco](https://help.stax.ai/en/articles/11751564-invesco.md)
- [Janney Montgomery](https://help.stax.ai/en/articles/11751615-janney-montgomery.md)
- [Janus](https://help.stax.ai/en/articles/11751648-janus.md)
- [JP Morgan](https://help.stax.ai/en/articles/11751662-jp-morgan.md): There are 2 formats of JP Morgan
- [Johnson Mutual Funds](https://help.stax.ai/en/articles/11751683-johnson-mutual-funds.md)
- [Key Bank](https://help.stax.ai/en/articles/11751688-key-bank.md): 2 Formats
- [KFB](https://help.stax.ai/en/articles/11758000-kfb.md)
- [Lord Abbett](https://help.stax.ai/en/articles/11758016-lord-abbett.md)
- [LPL Financial](https://help.stax.ai/en/articles/11758027-lpl-financial.md): There are 4 formats of LPL Statements
- [Manning & Napier](https://help.stax.ai/en/articles/11758194-manning-napier.md)
- [MassMutual](https://help.stax.ai/en/articles/11758204-massmutual.md)
- [Merrill Lynch](https://help.stax.ai/en/articles/11758207-merrill-lynch.md)
- [Mid Penn Bank](https://help.stax.ai/en/articles/11758236-mid-penn-bank.md)
- [Midwest Trust](https://help.stax.ai/en/articles/11758250-midwest-trust.md): There are 3 formats of Midwest Trust
- [Millennium Trust Company](https://help.stax.ai/en/articles/11758292-millennium-trust-company.md)
- [Morgan Stanley](https://help.stax.ai/en/articles/11758312-morgan-stanley.md): Morgan Stanley has 2 formats
- [National Advisors](https://help.stax.ai/en/articles/11758344-national-advisors.md)
- [National Financial Services](https://help.stax.ai/en/articles/11758352-national-financial-services.md)
- [Nationwide](https://help.stax.ai/en/articles/11758376-nationwide.md)
- [Natixis](https://help.stax.ai/en/articles/11758393-natixis.md)
- [Newbridge](https://help.stax.ai/en/articles/11758453-newbridge.md)
- [New York Life Investments](https://help.stax.ai/en/articles/11758465-new-york-life-investments.md)
- [Northern Trust](https://help.stax.ai/en/articles/11758474-northern-trust.md)
- [Oppenheimer](https://help.stax.ai/en/articles/11758555-oppenheimer.md)
- [Peoples Bank](https://help.stax.ai/en/articles/11769737-peoples-bank.md)
- [Pershing](https://help.stax.ai/en/articles/11769747-pershing.md): Pershing has 2 formats
- [Plains Capital Bank](https://help.stax.ai/en/articles/11769802-plains-capital-bank.md)
- [PNC](https://help.stax.ai/en/articles/11769832-pnc.md): There are 2 formats of PNC statements
- [Prudential](https://help.stax.ai/en/articles/11769911-prudential.md): There are 2 formats of Prudential Statements
- [Raymond James](https://help.stax.ai/en/articles/11769966-raymond-james.md): There are 2 formats of Raymond James
- [RBC](https://help.stax.ai/en/articles/11770157-rbc.md)
- [Regions](https://help.stax.ai/en/articles/11770198-regions.md)
- [Seacoast](https://help.stax.ai/en/articles/11770218-seacoast.md)
- [Security National Trust Company](https://help.stax.ai/en/articles/11770233-security-national-trust-company.md): There are 2 Formats for SNTC
- [SEI](https://help.stax.ai/en/articles/11770324-sei.md)
- [SIPC](https://help.stax.ai/en/articles/11770348-sipc.md)
- [Stifel](https://help.stax.ai/en/articles/11770376-stifel.md)
- [Stockyards Bank](https://help.stax.ai/en/articles/11770413-stockyards-bank.md)
- [StoneX](https://help.stax.ai/en/articles/11770424-stonex.md)
- [T Bank](https://help.stax.ai/en/articles/11770432-t-bank.md)
- [TIAA](https://help.stax.ai/en/articles/11770476-tiaa.md): 2 formats
- [The Sanibel Captiva Trust Company](https://help.stax.ai/en/articles/11770493-the-sanibel-captiva-trust-company.md)
- [The Trust Company](https://help.stax.ai/en/articles/11770537-the-trust-company.md)
- [Tompkins](https://help.stax.ai/en/articles/11770658-tompkins.md)
- [T. Rowe Price](https://help.stax.ai/en/articles/11770671-t-rowe-price.md)
- [UBS](https://help.stax.ai/en/articles/11770717-ubs.md)
- [United Bank](https://help.stax.ai/en/articles/11770744-united-bank.md)
- [US Bank](https://help.stax.ai/en/articles/11770813-us-bank.md)
- [US Wealth Management](https://help.stax.ai/en/articles/11770859-us-wealth-management.md)
- [Vanguard](https://help.stax.ai/en/articles/11771227-vanguard.md): There are 4 formats of Vanguard
- [Venerable](https://help.stax.ai/en/articles/11771433-venerable.md)
- [Wedbush](https://help.stax.ai/en/articles/11771454-wedbush.md)
- [Wells Fargo](https://help.stax.ai/en/articles/11771463-wells-fargo.md)
- [Wealthsouth](https://help.stax.ai/en/articles/11771528-wealthsouth.md): There are 2 formats
- [Wesbanco](https://help.stax.ai/en/articles/11771648-wesbanco.md)
- [Wilmington Trust](https://help.stax.ai/en/articles/11771702-wilmington-trust.md)
- [Updating your Password](https://help.stax.ai/en/articles/12117787-updating-your-password.md): How to change your password in Stax.ai Trust Accounting
- [TPA Assets](https://help.stax.ai/en/articles/11475710-tpa-assets.md): TPA Assets is your investments dashboard, designed to simplify trust accounting and statement management.
- [Status Report](https://help.stax.ai/en/articles/11475737-status-report.md): This section will guide you through navigating the status report by investment account.
- [Plan Summary](https://help.stax.ai/en/articles/11475767-plan-summary.md): The Plan Summary page is designed to help you review trust accounting details before exporting them to client files.
- [Account Summary](https://help.stax.ai/en/articles/11475797-account-summary.md): The Account Summary page is where you can manage, edit, and reconcile brokerage statements.
- [Upload](https://help.stax.ai/en/articles/11465682-upload.md): Learn how all documents begin processing via the Upload stack.
- [Welcome to the Brokerage Statement Workflow](https://help.stax.ai/en/articles/11465707-welcome-to-the-brokerage-statement-workflow.md): Stax.ai’s brokerage statement workflow serves as the foundation of our processing system.
- [To Do](https://help.stax.ai/en/articles/11465729-to-do.md): The "Human in the Loop" Folder
- [Split](https://help.stax.ai/en/articles/11465835-split.md): Learn more about re-splitting files from the Original Uploads folder to ensure accurate processing and organization.
- [Find Info](https://help.stax.ai/en/articles/11465843-find-info.md): This stack is most commonly used as the next step after documents are manually split in the Split stack.
- [File It](https://help.stax.ai/en/articles/11465846-file-it.md): Documents that have been ingested and processed correctly in the Upload stack are automatically moved to the File it.
- [Trust Accounting](https://help.stax.ai/en/articles/11465853-trust-accounting.md)
- [Filed Satements](https://help.stax.ai/en/articles/11465869-filed-satements.md)
- [Original Uploads](https://help.stax.ai/en/articles/11465872-original-uploads.md): Each documents placed in the Upload stack has an individual copy made and saved in the Original Uploads folder.
- [TPA Plans](https://help.stax.ai/en/articles/11465885-tpa-plans.md): The TPA Plans page is your Plan Editor \(PE\), where all plan and account information is stored for your team.
- [How your NPS survey responses help make Stax.ai better](https://help.stax.ai/en/articles/12784721-how-your-nps-survey-responses-help-make-stax-ai-better.md): Understand how the team at Stax.ai uses your survey responses to build the future of retirement technology.

## For Employers \(Plan Sponsors\)

- [How to Upload Payroll Files into the Client Portal](https://help.stax.ai/en/articles/12315902-how-to-upload-payroll-files-into-the-client-portal.md): Learn how to complete tasks that ask for you to upload payroll files into your client portal.
- [Connecting Payroll via Client Portal](https://help.stax.ai/en/articles/12038720-connecting-payroll-via-client-portal.md): Learn how to connect payroll using the client portal.