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Performing Account Maintenance
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Performing Account Maintenance

Owned by Inese Auzina
Mar 12, 2024
2 min read

Introduction: There will be situations when you need to perform maintenance on an existing account within Docupace such as purchases, exchanges, suitability updates, and so on. This page describes how to perform maintenance on existing clients.

Date

Change

Date

Change

March 2024

Updated for clarity and UI look & feel.

January 2020

Latest Starting Point updates.

October 2019

Previous version - Performing Maintenance with Starting Point

You can run account maintenance by following the steps below:

 

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