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  • How do I set up alerts at Schwab or TD?
  • How do I change my password?
  • Will I be able to display custodial statements and tax documents in the client portal?
  • Example Custodian Transition Letters
  • How do I delete a client from my platform?
  • ACH Transaction Timeframe

ACH Transaction Timeframe

  • April 05, 2021 22:52
  • Updated

Item

SLA (Scan Time)

Internal System Cut-off Time

VEO Cut-off Time

ACH Same Day Out – 4:30pm ET
In – 5:00pm ET
Out – 4:30pm ET
In – 5:00pm ET
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