Firm: Blotter Review Log

Firm: Blotter Review Log

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)

Click [Blotter Review] Button on Command Center Dashboard 


-OR- Select the + Blotter Review form directly

**If any issue were noted, it can be marked as PENDING as they are reviewed, and then changed to YES/NO once the review is completed


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