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Quick Takes

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Investor Reporting Change Initiative Insights

Know what's coming down the pike with the Investor Reporting Change Initiative. Stay on track with quick facts, insights, and quizzes to test your knowledge.



April 18, 2018

Poll: Would You Attend In-Person Training?

If provided, would you be interested in attending in-person investor reporting training? Your feedback is appreciated as we continue developing our training plans and materials.

March 26, 2018

Investor Reporting Change Initiative FAQs

You ask, we answer. To assist you in preparing for the upcoming Investor Reporting Change Initiative we’ve updated our Frequently Asked Questions web page. Review the top questions we hear from you to help with your implementation plans.

February 15, 2018

Investor Reporting Training Begins Q3 2018

To help you prepare for the upcoming investor reporting changes, customer training will begin in Q3 2018 and continue through the May 2019 implementation date and beyond.

January 9, 2018

Register Now to Test Our Investor Reporting Changes

We continue to make progress on the Investor Reporting Change Initiative, and we'll soon be entering the testing phase of the project. Register today to test our investor reporting changes.

December 6, 2017

Getting Ready Checklist

Are you on track for the May 2019 implementation? Use our interactive checklist as a tool to help you prepare.

December 4, 2017

Top Three Tips for Success

Don't let the May 2019 implementation date overwhelm you. We've identified some helpful tips to keep in mind as you move toward a successful implementation.

December 1, 2017

Poll: Have You Engaged Your Service Bureau?

Do you work with a Service Bureau? Let us know how closely you're working with them on this Initiative.

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