--0000000000004f0b390623f6d778 Content-Type: multipart/alternative; boundary="0000000000004f0b370623f6d777" --0000000000004f0b370623f6d777 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sharon, Thank you for the updates, please see the below notes for each client. *Sharon Wiebe* - We still do not have a completed signed CCA (Client consent agreement) uploaded to the clients files in WellSky. This client cannot be removed from the audit at this time until this is uploaded. *Sylvia (private client) Anderson* - I was able to locate the billing correspondence and see that we do have a valid payment method on file and autopay is on. This client has been removed from the audit. Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Mon, Oct 7, 2024 at 2:15=E2=80=AFPM Sharon Speirs w= rote: > Hi there > I just looked at Sharon Wiebe and I cannot see anything wrong as the > credit card information is there? Alejandro do you know what am I missing= ? > I know Anderson has sent payment and Vanja has reached out to billing wit= h > the new instructions so that has also been dealt with as of this weekend. > Sharon > > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Mon, Oct 7, 2024 at 10:36=E2=80=AFAM Timothy Thomas wr= ote: > >> Hi Sharon, >> >> Please get your two clients loaded ASAP and let @Alejandro Aponte >> know when it's done. >> >> Thanks! >> Tim >> >> ---------- Forwarded message --------- >> From: >> Date: Mon, Oct 7, 2024 at 1:10=E2=80=AFPM >> Subject: 10/07/24 - Action Required - $28k Open Balance - New Client >> Audit Results >> To: , Michelle Kenaga > michelle.kenaga@thekey.com>, Coddye Ring-Noonan > coddye.ringnoonan@thekey.com>, Gayle Soulides , >> Melissa Reyes , Audra Williams > audraw@thekey.com>, Alicia Broussard , Alisha >> Wise , Amy Harris , Araceli >> Gutierrez , Cassi Gilkeson > cgilkeson@thekey.com>, Cathy Goffredo , >> Kimberly Guerci , Yukari Roberts , >> Beth Ann Rosario , Claudia Hernandez > chernandez@thekey.com>, Jessica Pascasio , >> Karoline Da Silva , Diane Mockenhaupt > dmockenhaupt@thekey.com>, Matt Nyberg , Leigh Smith = > leigh.bryantsmith@thekey.com>, Kelley Richard , >> Tiffany Silton , Grace Labrecque > glabrecque@thekey.com>, Jennifer Geist , > slaxamana@thekey.com>, , , > apuckett@thekey.com>, , , >> , , , > joey.taylor@thekey.com>, , , > generalmanagers@thekey.com>, , > emily.swackhamer@thekey.com> >> Cc: Sarah Powers , Alan Badger , >> Elizabeth Clark , Laszlo Kovacs > laszlo.kovacs@thekey.com>, Paul Kahn , Lito >> Delapena , , > kevin.murray@thekey.com>, , > jennifer.lane@thekey.com>, , > amanda.ominsky@thekey.com>, , > glane@thekey.com>, , , > melani.breach@thekey.com>, , , = > geraldine.nath@thekey.com>, >> >> >> Hello Everyone, >> >> >> >> I hope you all had a great wee