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RIA Checkpoint (Accounting) database: How to use it

Locate the database, create an account, search for accounting and tax information

Get online training through the Onboarding Center

Click on "Onboarding" in the top right corner of the screen to open the Onboarding Center, a menu of training opportunities.  The best training for beginners is "Onboarding - Train Yourself to Use Checkpoint Edge."  You then have your choice of three training videos:

Video 1: Overview of Checkpoint Edge

Video 2: Search Tips in Action

Video 3: Key Checkpoint Edge Tools

Have a question? Ask a librarian! Email Call or text 386-747-9028.