How to view Previous Bulk SOA Renewal Submissions

1. The first step is to locate Bulk SOA renewal under Adviser home.

2. Select previous submissions.

3.  A pop up will appear, where you can retrieve the previous submitted attestation forms and view the corresponding SOA ID, signature and upload date.

The Bulk SOA ID will be unique for each submission. To see the update on the client’s account go to Account details --> Investor Status. 

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