Simplify storage, retrieval and version control of all TD Ameritrade Institutional custodial documents. Set your document filing preferences once, and then with one click, automatically file your clients' custodial documents in their Laserfiche folders. Data such as a client's last name, account number, month or document type, is automatically assigned to each document, enabling you to search for a file using key words. If a document changes, a copy of the document is appended to and updates the original document in Laserfiche.
Integration Features
  • Streamlined storage
  • Easy retrieval
  • Document versioning
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