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The following message has been posted to our sites and will be sent to your clients in the coming days: "We Have Updated our Customer Agreement"

Reminder: As a follow-up to the email you received from our sales team in May regarding the Customer Identification Program (CIP) uplift project, please update your client's information by no later than August 5th, 2022. If such information, including the client's Source(s) of Wealth (SOW) and other newly required information for trusts and entities, is not updated during this time period, accounts will be subject to restrictions.
Please visit the Help Center: Client Account Settings page for further details.

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