Brainiac Bar Tips & Tricks:
Managing Auto-Reconciliation & Unknown Accounts
Wednesday, April 30, 2025
9:00 AM EST
Need an overview of the Auto-Reconciliation features in STAR’s ECOI platform? Join our next Brainiac Bar on April 30th at 10 AM ET to get a deep dive on this functionality in the STAR Platform. This will include topics such as:
- Preparing for the Reconciliation process, including how to ensure the file import settings are properly configured and confirming that the broker is included in the reconciliation process.
- How to set up Auto-Reconciliation and recommended settings for optimal performance.
- Where Unknown Accounts originate from, how to correctly link them to the right account, and how to handle accounts marked as Unknown in feeds that should be ignored.
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