Glass Compliance Inc.
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Knowledge base
General
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Getting Started
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Getting started with us
Admin Onboarding
4
Changing account details
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Admin Onboarding
How do I add users?
User Onboarding
1
User Onboarding
Orders and refunds
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Trading
User FAQ
5
How do I connect a brokerage account?
How do I enter a pre-clearance request?
How do I view my holdings?
How do I view my transactions?
How do I know that my pre-approval request has been approved or denied?
Admin FAQ
5
Restricted list basics
How do I manage the restricted list?
How do I configure the default restriction settings?
How do I approve or deny pre-clearance requests?
How do I manage reconciliation breaks?
Disclosures
User FAQ
1
How Do I Log a Disclosure?
Admin FAQ
2
How do I view/edit the default configuration for a disclosure?
Admin disclosure basics
Attestations
User FAQ
1
How do I submit an attestation?
Admin FAQ
3
How do I add a new attestation?
How do I edit an attestation?
Admin attestation basics
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