Notifications keep you informed as your accounts move through review, your assets change custody stage, and receipts are issued — right inside the portal.
Using notifications
- 1
Open Notifications
Every notification is listed with its title, message, and when it was sent. Unread notifications are highlighted.
- 2
Read the details
Each notification's message explains what changed — for example, an account moving to "under review" or a receipt being issued.
- 3
Mark one as read
Select "Mark read" on any unread notification once you've seen it.
Frequently asked
What kinds of events trigger a notification?
Updates such as changes to your account's compliance status, a custody record moving to a new stage, or a new Safekeeping Receipt being issued.
Will I be notified by email as well?
Your account's preferred communication method (set when opening or updating a client account) controls how else you're reached — check My Accounts to review or change it.
How do I clear my notifications list?
Mark each one read as you review it — there's nothing further to do beyond that.