--0000000000000627cf061f1b8b42 Content-Type: multipart/alternative; boundary="0000000000000627cf061f1b8b41" --0000000000000627cf061f1b8b41 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Perfect thank you very much!! On Wed, Aug 7, 2024 at 1:05=E2=80=AFPM Alejandro Aponte wrote: > No need to collect an updated PAD doc, I have enrolled the client and > autopay and they have been removed from the audit! > > Regards, > *Alejandro Aponte* > > > > On Wed, Aug 7, 2024 at 12:50=E2=80=AFPM Joey Taylor > wrote: > >> Good Afternoon Alejandro, >> >> The institution number for TD Bank is: 004 >> Does the client need to redo the form or is this >> sufficient? Institution numbers are public knowledge in Canada!! >> >> Let me know, >> >> On Wed, Aug 7, 2024 at 12:16=E2=80=AFPM Alejandro Aponte >> wrote: >> >>> Hello Tim & Joey, >>> >>> Please see the below notes: >>> >>> Sofia Iordache - This client has been removed from the audit as of last >>> night. >>> >>> Deirdre McIlwraith - This client's PAD information uploaded on 8/6/2024 >>> is incorrect. We are receiving the below error when attempting to add t= he >>> PAD information provided. >>> >>> [image: image.png] >>> >>> >>> Regards, >>> *Alejandro Aponte* >>> Finance Onboarding Analyst III >>> *Please note my email has changed:* >>> aaponte@thekey.com >>> 408 479-8654 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Wed, Aug 7, 2024 at 11:27=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Alejandro, >>>> >>>> Could you please recheck the Montreal clients listed. Joey says that >>>> their docs are correct. Please confirm what is missing. >>>> >>>> Thanks! >>>> Tim >>>> >>>> On Tue, Aug 6, 2024 at 5:27=E2=80=AFPM wrote: >>>> >>>>> Hello Everyone, >>>>> >>>>> >>>>> >>>>> Please see the below summary by division for clients in need of >>>>> attention due to missing or incomplete mandatory documents in accorda= nce >>>>> with our onboarding process. Also below is a breakdown of the over $8= K open >>>>> balance for these client=E2=80=99s missing documentation listed by di= vision. Please >>>>> review and address the document attached in the link below, including= any >>>>> clients with start months in May 2024 - June 2024 who account for $12= 5.09 >>>>> of these open balances. *The deadline for July commissions is Friday >>>>> August 9th *, please reach out to Alejandro Aponte, and Jeannie Ortiz >>>>> with any questions. ***Please note changes made after the updated rep= ort >>>>> has been generated will not be reflected until the client is re-audit= ed and >>>>> an updated report is generated. >>>>> >>>>> >>>>> >>>>> Please click here >>>>> to >>>>> review the updated audit tracker. >>>>> >>>>> >>>>> >>>>> - West Division currently has the largest open balance at over $6k >>>>> in total with $55.71 open for clients with start dates in May 2024= =E2=80=93 June >>>>> 2024 and has the largest # of clients that have started services i= n need of >>>>> attention at 23. >>>>> - Ca