--000000000000bc1b66062b60bedf Content-Type: multipart/alternative; boundary="000000000000bc1b64062b60bede" --000000000000bc1b64062b60bede Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey again, Fyi, I received this from Cheryl Alvares at TD Bank today regarding payment for Sheila Grosett. I let her know that her credit would be applied to the next invoice: *On Fri, Jan 10, 2025 at 2:16=E2=80=AFPM Alvares, Cheryl > wrote:* > *Hello,* > > > > *An electronic fund transfer for payment of the attached invoice in the > amount of $ 7,525.80 has been processed.* > > *Funds should be credited to your bank account as per instructions on fil= e > in 3 business days.* > > > > *Further to the emails below, a credit of $ 206 has not been applied to > the billing.* > > *Please advise.* > > > > *Thank you* > > > > > > *Cheryl Alvares* > > > > > *Private Client Service AssociateTD Wealth Private Trust20 Milverton > Drive, 2nd Floor, Mississauga, Ontario L5R 3G2T- Direct: 905-293-3467; F: > 905-568-2877*cheryl.a.alvares@td.com > Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Fri, Jan 10, 2025 at 4:14=E2=80=AFPM Alejandro Aponte wrote: > Thank you Timon! > > Please see the below notes: > > Sheila Grosett - Her POA is a bank and because of this, they are paying b= y > EFT. I therefore uploaded our banking information in lieu of another PAF. > POA documentation is also uploaded. - *This client has been removed from > the audit as an approved EFT payer. I will let you know that we have not > received a payment as of yet and care started 12/11/2024. * > > Maria Molnar - CCA is now complete. I will coach our CSM on how to use > Adobe Scan on her phone so that we avoid png uploads in the future. - *Th= is > client has been removed from the audit.* > > Harry & Dorthy Mesz - all docs are now uploaded to the client profile in > CC. - *This client has been removed from the audit.* > > Joan Havinga - all docs are now uploaded to the client profile in CC. - *= This > client has been removed from the audit.* > > Gloria Rintjema - all docs are now uploaded to the client profile in CC. = - *This > client has been removed from the audit.* > > > > Regards, > *Alejandro Aponte* > Finance Onboarding Analyst III > (408) 479-8654 > TheKey.com > [image: TheKey] > > > On Fri, Jan 10, 2025 at 3:00=E2=80=AFPM Timon Page wrote: > >> Hi Alejandro >> >> The Ontario offices have 5 clients on the audit tracker from what I can >> see. Here is the status of these clients: >> >> Sheila Grosett - Her POA is a bank and because of this, they are paying >> by EFT. I therefore uploaded our banking information in lieu of another >> PAF. POA documentation is also uploaded. >> Maria Molnar - CCA is now complete. I will coach our CSM on how to use >> Adobe Scan on her phone so that we avoid png uploads in the future. >> Harry & Dorthy Mesz - all docs are no