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, 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! 🚀
Request a New Interface:
Need to connect to a new custodian? You can now request the creation of a new interface directly through the portal. It’s designed to make the process faster and smoother than ever! ⚡