Booking a VPS/ATS Set Up Appointment

We want to create the best experience for you. Please review the guidelines and ensure the prerequisites below have been met to avoid delays.

During your 60 minute appointment with a Tier II Specialist, one ATS (auto trading system) or VPS will be set-up and fully operational. However, if you are missing one of the three mandatory requirements at the time of your appointment, you will need to reschedule based upon availability. 

Please note, rescheduling might take up to a week when new systems are released.

Please join us for the EA Best Practices webinar every Wednesday at 1:00 pm!  If you can't make it, don't worry! We'll record them for you!  The recordings are located in the Online University AOD archive in the Charting Best Practices section.

View your Appointment Checklist here to avoid any delays.



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