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Introduction & Welcome to First TeamStar Conference Call
Explanation of Call Structure & Expectations
General Changes
-Issue Audit By Issuer
-Display Certificate Escheat
Date/Effective Date
-Collect Cash for All
Institutions
-Total Holder Ability to
Include/Exclude Certain Information in F6 Format
-Streamlined Replace
Certificate Function
-Research Batches Based on
FEDEX/UPS & SCL Numbers
-Total Holder Denotes if Holder
was Consolidated
-New Words for 1099I
-Audit Holder Notes Information
Changed in Regards to Email/Phone
-Enable Scanning for Holder
Notes
-Frequent Statements
-Categories for Display
Purposes Only on Fee Bills
New
Excel Capable Reports
-Proxy List in Excel Format
-Fee Renewal Report in Excel
Format
New Activities
-F2 Plug Amount Activity
-F2 Outstanding Check Notice
Activity
-Multi-Doc Template Editor
Project
Time for Questions/Comments |