Tickets
Service requests and new business across your firm
| Ticket # | Subject | Household | Type | Stage | Assigned | Custodian | Updated | |
|---|---|---|---|---|---|---|---|---|
| TKT-10241 | Open joint brokerage account | Peterson Family Trust | New account | New | Sarah Chen | Schwab | 12m ago | |
| TKT-10238 | $25,000 distribution to Chase ***4821 | Kaur Household | Distribution | In progress | Marcus Patel | Fidelity | 1h ago | |
| TKT-10232 | Rebalance to Core Growth 70/30 | Nakamura Trust | Trade | In progress | Sarah Chen | Pershing | 3h ago | |
| TKT-10228 | Update beneficiaries on Roth IRA | Chen Family | Account service | Awaiting client | Elena Rivera | Schwab | Yesterday | |
| TKT-10221 | IMA amendment — fee schedule change | Rivera Holdings LLC | Fee change | Awaiting client | Marcus Patel | Schwab | Yesterday | |
| TKT-10217 | Open Traditional IRA — funding via ACAT | Okonkwo Family | New account | Ready to submit | David Okafor | Altruist | 2d ago | |
| TKT-10214 | Deposit $180,000 to trust brokerage | Ashford Living Trust | Cash management | Ready to submit | Priya Kaur | Fidelity | 2d ago | |
| TKT-10208 | Open 529 for grandchild | Peterson Family Trust | New account | Submitted | Sarah Chen | Schwab | 3d ago | |
| TKT-10201 | Quarterly rebalance — Balanced Income | Kaur Household | Trade | Submitted | Marcus Patel | Fidelity | 4d ago | |
| TKT-10194 | Address of record update | Chen Family | Account service | Closed | Elena Rivera | Schwab | 5d ago | |
| TKT-10188 | RMD calculation & distribution | Nakamura Trust | Distribution | Closed | Sarah Chen | Pershing | 6d ago | |
| TKT-10245 | Quick ticket — statement request | Ashford Living Trust | Quick ticket | New | Unassigned | Fidelity | 20m ago |