Overview
When registering for SuperStream, it is required that a contact be selected to receive email notifications about rollovers and release authorities. Now there is the option to set a contact to receive notifications for all funds in a firm, including any future registered funds.
Navigation
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From the Main Toolbar navigate to Connect. |
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| Select SuperStream Dashboard |
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Click on the drop-down on Email notification and then select Firm Notification.
In the popup, select a contact and if they do not have an email attached, enter the email.
Multiple recipients can be added by clicking the 'Add New Email Recipient' button.
Clicking the three dots allows for the contact to be edited or deleted.
Once entered, click save.
The contacts will receive email notifications for rollovers/release authorities sent to all and future registered funds.