Start PSI

To start PSI, you can either:

• From the Windows Start menu, select the command <PSI Transaction Data>. Log in with your user name and your password.
• Alternatively, on the "Data entry" ribbon tab of Infront Portfolio Manager, select PSI TRANSACTION DATA. In this case, no new login is required and the login data from Infront Portfolio Manager is used.
  

  

• Or show the "Portfolio Sync Interface" icon in the quick access toolbar of your Infront Portfolio Manager allowing you to start PSI by clicking the icon. No new login is required either because the credentials from Infront Portfolio Manager are used.
  

  

• Or use the time control feature to specify automatic PSI Transaction Data starts or retrievals. For more information, see Time-controlled data retrieval.