OPERATIONAL FUNCTION AND THE NON WALLET PROCESS
OPERATIONAL FUNCTION AND THE NON WALLET PROCESS
● NAME CHANGE REQUEST - TICKET
● DOB CHANGE - TICKET
● SSN CHANGE - TICKET
● ACCOUNT CLOSURE - TICKET
● CORPORATE ACTION AND COMMUNICATION PROCESSING - TICKET
● MINOR TO INDIVIDUAL CONVERSIONS - TICKET
● ESTATE ACCOUNTS - TICKET
● BANK LINK CHANGE - TICKET
● REFUND REQUEST - TICKET
● ACAT - TICKET
●TRADE CANCELLATIONS - TICKET
●CUSTOMER REFUNDS OF ACCOMMODATIONS - TICKET
● PHONE NUMBER CHANGE - CAN UPDATE VIA MOBILE APP
● ADDRESS CHANGE - CAN UPDATE VIA MOBILE APP
● PASSWORD RESET - CAN UPDATE VIA MOBILE APP
● TRADE CONFIRMATION STATEMENT - CAN UPDATE VIA MOBILE APP
● ACCOUNT STATEMENT - CAN UPDATE VIA MOBILE APP
● BANK STATEMENT - ?
● EMAIL CHANGE - CAN UPDATE VIA MOBILE APP
● ADJUSTING TRUSTED CONTACT - CAN UPDATE VIA MOBILE APP
● CANCEL ICT LINK - ?