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! 🚀