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Date | Agenda | Notes, decisions and action items |
|---|---|---|
5.17.2023 | Kickoff Meeting! | Custodian User- Welcome Email- Waiting on content of this email from Pam Custondian/QPDWhen is email sent? Create a user, email is not sent to new user until user is “Activated” Welcome email for everyone.
why is “QPD Securities” and “QPD Transaction History” included on this page? Those tabs may be viewed after the Custodian clicks on one of the Associated QPD links and is acting as the QPD. |
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