Transaction Tasks and Procedures

Manager Approval for Distributions
Initial Review Phase   Associate completing the initial distribution review must flag the PC record by selecting "Yes" in the "Manager Appro...
Mon, Dec 22, 2025 at 3:07 PM
Locating Rollover Checks on Custodian Websites
(Under Construction) Charles Schwab On the Schwab website, navigate to Operations > Incoming Cash to search for check image.   On the followin...
Fri, Jan 9, 2026 at 4:11 PM