Glass Compliance Inc.

Thank you for choosing Glass. Use the links below to familiarize yourself our application. If you need further assistance, click on the chat icon on the bottom left of the Glass application.

Initial setup

• Add your team members
• Edit account details

Configure your restricted list

• Restricted list basics
• Default restriction settings
• Manage restricted list
  

Familiarize yourself with trading workflow

• Approve or deny preclearance requests
• Managing reconciliation breaks

Setting up attestations

• Attestation basics
• Add new attestations
• Editing attestations

Configuring disclosures

• Disclosure basics
• View/edit default disclosure configurations