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Glass Compliance Inc.

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Solution home Getting started with us User Onboarding

User Onboarding Print

Created by: Christian Ott

Modified on: Sun, 10 Jan, 2021 at 8:31 PM


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


Trading

  • Connect brokerage accounts
  • Enter preclearance requests and approval/denial
  • View holdings
  • View transactions


Disclosures

  • Disclosure types and logging


Attestations

  • Attestation submission







C
Christian is the author of this solution article.

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