Good morning, there
Thursday, April 9, 2026
Service Center
View all →3
Action Required
6
Active Requests
$7,895,000
AUM In Transit
Daily Ops
View all →115
Out of Tolerance
112
Short Cash
184
Excess Cash
1043
Stale Rebalances
Recent Activity
Mason & Lauren Swenson — WEBSITE_SUBMITTED → DOCUMENTS_UPLOADED
14h ago
Grant & Terri (ATF) Ostler — DOCUMENTS_UPLOADED → PROPOSAL_GENERATED
Mar 30, 2026
Brian LaBounty — DOCUMENTS_UPLOADED → PROPOSAL_GENERATED
Mar 30, 2026
Grant & Terri (ATF) Ostler — Updated by Mason Swenson
Mar 30, 2026
Grant & Terri (ATF) Ostler — Updated by Mason Swenson
Mar 30, 2026
Grant & Terri (ATF) Ostler — DIRECT_ADD → DOCUMENTS_UPLOADED
Mar 28, 2026
Nakamura, Yuki & Takeshi — Status changed to In Progress
Mar 25, 2026
Lindberg, Patricia — Request created
Mar 25, 2026
Olson, Margaret — Document uploaded: JN_annual_statement_2025.pdf
Mar 24, 2026
Olson, Margaret — Status changed to Complete
Mar 24, 2026
Haugen, Robert & Eleanor — Document uploaded: death_certificate.pdf
Mar 24, 2026
Haugen, Robert & Eleanor — Status changed to In Review
Mar 24, 2026
Nakamura, Yuki & Takeshi — Status changed to In Review
Mar 22, 2026
Haugen, Robert & Eleanor — Request created
Mar 22, 2026
Johansson, Karl — Status changed to Waiting on Funding
Mar 22, 2026