Virtual meetings - UNI Financial cooperation
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MEET WITH YOUR ADVISOR WHEREVER AND WHENEVER YOU WANT

Virtual meetings

Simple, fast and secure!

Virtual meetings give you access to the advice and expertise of your business location advisor without having to travel ? while also maintaining confidentiality. Whether via your computer or your mobile device, use the Teams tool to have a face-to-face meeting with your advisor online. You will also be able to sign certain documents electronically.

How does it work?

Connect to the meeting

  1. Open the Microsoft Teams meeting invitation e-mail.
  2. Plug in your headset with microphone.
  3. Click on Join the Microsoft Teams meeting.
  4. MacBook computers: If the content is displayed in the Safari browser:
    1. Copy the URL link from the address bar to the Google Chrome or Mozilla Firefox browser.
  5. Depending on the page displayed:
    1. For the best way to experience a Teams meetings: Click on Participate on the Web instead
    2. How would you like to join your Teams meeting?: Click on Continue in this browser
  6. Accept access requests (camera, microphone, etc.)
  7. Enter your Name in the appropriate field.
  8. Click on Join Now
    Note: A message will advise you that you have been placed in the virtual waiting room and that a contact person will grant you access to participate in the meeting.
  9. As soon as the organizer accepts you into the meeting, you can activate/deactivate your camera or microphone using the following buttons:
  10. Click on Hang Up or the icon to end the call.
  11. Close your browser.

Connect to the meeting

  1. Install/update the Microsoft Teams app if you haven?t already.
  2. Plug in your headset with microphone.
  3. Open the Microsoft Teams meeting invitation e-mail.
  4. Click on Join the Microsoft Teams meeting.
  5. Click on Join as a guest.
  6. Accept the access requests (camera, microphone, etc.).
  7. Enter your name in the designated window when prompted.
  8. Click on Join the meeting.
    Note: A message will advise you that you have been placed in the virtual waiting room and that a contact person will grant you access to participate in the meeting.
  9. As soon as the organizer accepts you into the meeting, you can activate/deactivate your camera, microphone or speaker using the following buttons:

    Note: You may be required to touch the screen to make the buttons appear.
  10. Click on Hang Up or the icon to end the call.
  11. Close the Microsoft Teams app.
Install/update the Microsoft Teams tool (duration: 5 minutes)

  • Install Microsoft Teams on your mobile device using your application store, e.g., App Store, Play Store, Google Play.
  • If the Microsoft Teams app is already installed, make sure you have the latest version.
  • Close the app store.
  • Close Microsoft Teams.
Note:
  • DO NOT open the app afterwards.
  • DO NOT create a Microsoft Teams account.

Our priority is to support you

The UNI team is at your service, even from a distance. Our priority is to support you in managing your finances. Rest assured that we?ll do everything we can to help you.

Schedule your appointment today!

1-888-359-1357

FAQ

If the link does not seem to work, contact your advisor. They will be able to guide you.

Check your deleted items to see if the e-mail is there. If not, you can contact your advisor to get another invitation.

Check your spam/junk mailbox. If it is not there, please contact your advisor to validate your e-mail address. They will be able to send you another link for the meeting.

No, you only have to use the link provided in the e-mail sent by your advisor if you are using a computer. However, if you are using a mobile device, please follow the download procedure outlined in the "How does it work?" section above.

You need a camera and microphone to participate in your meeting. Otherwise, you can use your mobile device which, by default, has a built-in camera and microphone.

For more information

Contact us
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