SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

Account maintenance

Changes to open accounts · Harbor Point Wealth · Northgate Clearing
FA
50%Changes in good order
Pending changes4
Holds to clear2fail the gate as proposed
From CRM sync1inbound diffs
Posted today0to the custodian + CRM

Changes

4
ChangeSourceStatusGood orderUpdated
Address changeHarlow Household·Daniel — BrokerageAlso affects 1 other account
Client portalNIGO9412m ago
Contact updateOkafor Household·Chidi & Amara — Joint
CRM syncIn good order10038m ago
Beneficiary changeWhitcombe Household·Alan — Brokerage
AdvisorNIGO941h ago
Trusted contactLindqvist Household·Lindqvist Family Trust
AdvisorIn good order1002h ago