What functions can I customize with the Digital Account Management (DAM) tool?

Customizable functions in the DAM tool include: 

  • Registration: Use our Electronic Client Application (ECA) capabilities to automate the account opening and initial account funding process.
  • Funds & Banking: Use our Funds & Banking (FB) capabilities to automate wire deposits/withdrawals, internal cash/position transfers, external position transfers, and more.

Find out more in the Digital Account Management web page. 

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Can I receive electronic confirmation of opening an account?
Can I customize the Funds & Banking process for my clients?
How do I get started with Digital Account Management?
Can I use Digital Account Management?