Accept/Reject Account (Carrying Firm Perspective Only)
- To reject an account where the information is invalid:
- Select the check box for the account.
- Select the action you wish to take: Accepted or Rejected.
Note: If you select Rejected, then you will be prompted to enter either your own message or one of the generic messages from the drop-down list before the account can be rejected. If you select Accepted, no message will be required.
- Select Submit.
The Account Status field updates to “R” for a rejection status, or the “R” is removed if the account has been accepted.