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April 1, 2024
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Timeline
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⟶ Wurde aktualisiert 14 Nov 2017 ⟶
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Ereignisse
FINRA 4512 Regulation Date
10/31 Inquiry Web Service Contract
11/8 Search Terms Go Live
11/9 Virtual Assistant Go Live
11/14 Form Install
11/18 XTRAC Migration
11/20 Webservice Install
11/29 How to Page Vanity URL Live
12/9 Inbound Install
12/10 ICS December Install
1/22 Training Deployment
1/27 Fidelity Go Agree to Terms
1/31 Central Publishing Pages
1/31 Retail Agree to Terms Page
1/31 Fidelity.com Pages (Maverick)
1/31 FWMA Paper Kit
2/1 ICS Reporting to Operations
2/1 ICS Trigger File to CWE
2/1 Trigger List CWE to FDC
2/1 Retail Account Paper Kit
2/1 Managed Account Agree to Terms
2/1 Operations Dashboard
2/2 RAPs
2/5 Mail and Email Ad Hoc
May Training Wave 2
Perioden
12/14-1/4 Tech Freeze