Firm: Brokerage Statement Reviews
Select statement to review
Employee Brokerage Accounts > EBA Statements will show all accounts attested.
(Remember you must MARK AS RECEIVED) to tell the system you are finally receiving them)
Select [ADD REVIEW] button
-OR- Select EBA Review form directly
- Emp Brok Acct Reviews > EBA Review form
- Select the statement to review
- Select the date of review
- Select the Period reviewed (the month or the quarter)
- (Optional) add any notes
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