Unable to View List of DCS Accounts Under an Institution

Problem Description

This issue occurs when a broker logs into the portal and is unable to view or generate the list of investor accounts profiled under Direct Cash Settlement (DCS) for their institution.

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It could be as a result of temporary system or network downtime.

Step-by-Step Resolution

1. Send an email to our contact center team with the name of the institution and a screenshot of the issue encountered.

2. Our team will investigate the issue and confirm the restored access to the DCS account list or advise on next steps.

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Please ensure that you are logged in with the correct institution credentials before attempting to generate the report.

Expected Resolution Timeline:

Within 24 hours of receiving a complete complaint.