We’re thrilled to introduce our latest enhancements to streamline your account management experience! 

Adding an Account Made Simple: 

Adding an account is now easier than ever before! Simply fill out the required fields for Custodian and Account Number, and you’re all set! ✨ 

Mass Upload Accounts with Ease: 

Say goodbye to manual entries! Explore our new template for massive account uploads. It’s designed to make the process easier and faster than ever! 🚀