Release Notes

Release Notes

May 12, 2022

Generate and record DTC Paying Agent reports with ease

TAGGED: 
Reporting

We have rolled out a reporting workflow for issuers who act as their own paying agent. Similar to the Payments Reporting workflow, the DTC Paying Agent Report allows you to prepare and update the status of reports you submit to DTC. Review and select series for the prepared report, export in a uniform manner and send to DTC With the confidence that all your CUSIPs are accounted for.