The Regal team hosted its Regal Year End Update yesterday. In case you were unable to attend below is a link to take you to the recording of the webinar:
|Watch the Webinar Replay ▸
As a reminder, on this webinar we covered many important updates including
- 3 Year New Account Form updates
- Sleeve Accounts
- R.O.S.E. data conversion
- Cashiering updates
- eSignature updates
- White label documents
- FINRA renewals
- Year End Deadlines
The webinar is just over 20 minutes, we urge you to take some time and review to ensure you are up to speed on these important updates.
Thank you for your business and affiliation!