Join us for an overview of Statement Tracking on October 27, where we’ll explore the tools and functionality available to help monitor brokerage statements throughout the reporting cycle.
This session is designed to familiarize users with the Statement Tracking workspace and key concepts before moving into more advanced topics in future sessions.
Topics we’ll cover:
- Statement Tracking overview and navigation
- Understanding statement statuses
- Reporting periods and expected statement calculations
- Filtering and locating statements
Note: The statement review process and Secure Data Entry (SDE) will be covered in separate training sessions.
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STAR University
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