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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.

  1. 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.

  1. 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.