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Client ID Verification information available in the ProSeries HomeBase View
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Client ID Verification information available in the ProSeries HomeBase View
Client ID Verification information available in the ProSeries HomeBase View
Submitted by MaChamp 2 weeks agoSince ID Verification is being required more frequently, we would like to identify what clients need to update their IDs for filing purposes so we don't have to catch it later. This will greatly increase efficiency as the regulations tighten for this as a filing requirement.
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