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How do I request a confirmation for just one account?
How do I request a confirmation for just one account?
Published: 20/07/2023
There may be multiple accounts for different responders listed and you may wish to initiate a particular request.
Answer:
To request a confirmation for just one account, select the Initiate button for the selected client (You will need to have active authorization from the client signer to do this).
From the Initiate screen uncheck the accounts you do not wish to initiate, select the desired As of Date, and select Next, once you are happy with the selected accounts. Review the Billing information and select Initiate.
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