Coming Soon: NFS Quarterly Surcharge for Physical Confirmation and Statements
Brokerage clients need to sign up for electronic delivery before September 15th! Click here for details.
Updated Alternative Mutual Fund List
The approved and restricted alternative mutual funds, as well as the watch lists have been updated. Click here for details.
Expansion of Docusign Eligibility
To combat the new methods of identity-based fraud being utilized by fraudsters, protect your customer accounts, and increase the efficiency of processing money movement requests, the firm is expanding DocuSign eligibility within Docupace. Click here for details.
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