View Messages from the Executing Perspective
Viewing messages allows an executing firm to see who rejected an account, the description, and the date on which the account was rejected.
- To view messages:
- Select the check box next to the line item you wish to view.
- Select View Message.
Note: Executing firm can enter notes in order to track changes made to an account. The notes section is for executing firms only. Carrying firms cannot view notes.
- To enter a note:
- Type in the text box under the rejection message.
- When complete, select Update.
The Note by and Date fields will be populated by the system.