Notify operations of required broker or crypto accounts
Notify operations of required broker or crypto accounts
Your new SMSF records often miss routing for partner broker or crypto account setups, causing opening tasks to be delayed. Get operations alerted so partner accounts are initiated same day.
Overview
When a new SMSF cash account is activated, partner broker and crypto openings must start without delay. This flow sends operations an actionable alert and tags the customer profile so partner account work begins same day.