Feature #251
Updated by Deeksha Singh about 2 months ago
In FCIF Portal, Broker Documents section is available on Edit Broker Details page.  We are transfering transferring these documents as well as any emails that are being sent to client to EPIC In EPIC, Documents for brokers are available in the Attachments section of the Broker profile. This section stores all broker-related documentation, including reminders, email attachments, and uploaded compliance or reference files.