When logged in navigate to Templates on the left side navigation then click on Library

Scroll to the bottom of the library where you should now see the SSG Template Package

Click on the Shareholders Service Group box and then click on Install Template Package button.  You can click on the Preview button to the right of any of the templates to preview them.

You'll now see a Custodial Templates subsection in your library.

The templates will then be able to be previewed by clicking on them.

For more information about how to use the templates:

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