All Open
53 batons
| Client | Request | Status | Activity | Received |
|---|---|---|---|---|
| Demo Client | Open trust account + $50K wire request 4 outstanding | In progress | Awaiting review | May 21 |
| Demo Client | IRA beneficiary update and $15K distribution 6 outstanding | In progress | Awaiting review | May 21 |
| Demo Client | Open rollover IRA + $25k wire request 5 outstanding | In progress | Awaiting review | May 21 |
| Demo Client | Rollover IRA opening and $25K wire 5 outstanding | In progress | Awaiting review | May 21 |
| Demo Client | Rollover IRA opening and $25k wire 5 outstanding | In progress | Awaiting review | May 21 |
| Mark Maldonado | Rollover IRA opening and $25K wire 5 outstanding | In progress | Awaiting review | May 21 |
| Mark Maldonado | Rollover IRA opening and $25K wire 5 outstanding | Ready to send to client | Awaiting review | May 20 |
| Mark Maldonado | Open rollover IRA + $25K wire 5 outstanding | In progress | Awaiting review | May 19 |
| Alexander Tulloch | Account transfer — delivering firm not specified 3 outstanding | Advisor action needed | Awaiting review | May 15 |
| Mark Maldonado | ACAT transfer from Fidelity brokerage account 2 outstanding | Ready to send to client | Awaiting review | May 12 |
| Mark Maldonado | New client onboarding — four accounts 1 outstanding | In progress | Awaiting review | May 12 |
| Mark Maldonado | New client onboarding — four accounts to open 1 outstanding | In progress | Awaiting review | May 12 |
| Mark Maldonado | New client onboarding — four accounts 1 outstanding | In progress | Awaiting review | May 12 |
| Mark Maldonado | New client onboarding — four accounts 1 outstanding | In progress | Awaiting review | May 11 |
| Mark Maldonado | New client — four accounts, ready to open 1 outstanding | In progress | Awaiting review | May 11 |
| Live URGENT FIX Probe | New client onboarding — four accounts to open 1 outstanding | In progress | Awaiting review | May 11 |
| Mark Maldonado | New client onboarding — four accounts, no firm named 1 outstanding | In progress | Awaiting review | May 11 |
| Mark Maldonado | New client onboarding — four account types 1 outstanding | Advisor review needed | Awaiting review | May 10 |
| Mark Maldonado | Account transfer — delivering firm not specified 3 outstanding | Awaiting compliance | Awaiting review | May 10 |
| Mark Maldonado | Account transfer — delivering firm not specified 3 outstanding | Awaiting compliance | Awaiting review | May 10 |
| Mark Maldonado | Account transfer — delivering firm not specified 3 outstanding | Send failed — retry | Awaiting review | May 9 |
| Mark Maldonado | New client ready to onboard — transfer accounts 1 outstanding | Advisor review needed | Awaiting review | May 9 |
| Mark Maldonado | New prospect requesting onboarding next steps 1 outstanding | Advisor review needed | Awaiting review | May 9 |
| Mark Maldonado | Bato… | Account transfer — delivering firm not specified 3 outstanding | Manual Review | Awaiting review | May 9 |
| Mark Maldonado | Bato… | Account transfer — delivering firm not specified 3 outstanding | Awaiting compliance | Awaiting review | May 9 |
| Mark Maldonado | Bato… | ACAT transfer from Chase — next steps requested 2 outstanding | Reading statement | Awaiting review | May 9 |
| Mark Maldonado | Bato… | ACAT transfer from Chase — next steps requested 2 outstanding | Awaiting client upload | Awaiting review | May 9 |
| Mark Maldonado | ACAT transfer from Chase brokerage account 2 outstanding | Awaiting client upload | Awaiting review | May 9 |
| Mark Maldonado | ACAT transfer from Chase brokerage account 2 outstanding | Awaiting client upload | Awaiting review | May 9 |
| Mark Maldonado | ACAT transfer from Chase brokerage account 2 outstanding | Awaiting client upload | Awaiting review | May 9 |
| Mark Maldonado | ACAT transfer from Chase brokerage account 2 outstanding | Ready to send to client | Awaiting review | May 8 |
| Mark Maldonado | Open account and ACAT from Chase brokerage 3 outstanding | Ready to send to client | Awaiting review | May 8 |
| Mark Maldonado | ACAT transfer from Chase brokerage 3 outstanding | Ready to send to client | Awaiting review | May 8 |
| Mark Maldonado | ACAT transfer from Chase brokerage 2 outstanding | Ready to send to client | Awaiting review | May 8 |
| Postmarkapp Support | Postmark system test email received Ready for review | Manual Review | Awaiting review | May 8 |
| Random Stranger | ACAT IRA transfer from Fidelity to Schwab 2 outstanding | Ready to send to client | Awaiting review | May 8 |
| Mark Maldonado | ACAT transfer from Merrill Lynch to Schwab 2 outstanding | Ready to send to client | Awaiting review | May 8 |
| James Okonkwo (L2 moc… | ACAT transfer from Merrill Lynch to Schwab 2 outstanding | Reading statement | Awaiting review | May 7 |
| James Okonkwo | ACAT transfer from Merrill Lynch to Schwab 2 outstanding | Awaiting client upload | Awaiting review | May 7 |
| James Okonkwo | ACAT transfer from Merrill Lynch | Awaiting compliance | Awaiting review | May 1 |
| James Okonkwo | ACAT transfer from Merrill Lynch, two accounts 3 outstanding | Advisor review needed | Seen · 2mo ago | Apr 22 |
| James Okonkwo | ACAT transfer from Merrill Lynch, ~$1.2M 2 outstanding | Advisor review needed | Sarah · working | Apr 20 |
| Ellen Wright | Open brokerage and IRA rollover, ~$2M 1 outstanding | Advisor review needed | Seen · 2mo ago | Apr 20 |
| Patricia Goldberg | Remove deceased sister, add two children 3 outstanding | Urgent | Seen · 2mo ago | Apr 20 |
| Richard Morales | Send 2025 1099s to CPA 1 outstanding | Advisor review needed | Awaiting review | Apr 20 |
| Jennifer Walsh | $75,000 wire for kitchen remodel 2 outstanding | Urgent | Awaiting review | Apr 20 |
| Jennifer Walsh | URGENT: $250K wire transfer for Friday property closing | Urgent | Mark · working | Apr 19 |
| Margaret Sullivan | URGENT: CPA needs IRA deductibility confirmation by 5pm tod… Ready for review | Urgent | Mark · working | Apr 19 |
| Patricia Goldberg | Client exploring 401(k) rollover from former employer Ready for review | Advisor review needed | Awaiting review | Apr 19 |
| Mark Maldonado | Bato… | Client is requesting a $50,000 wire transfer from their joi… Ready for review | Urgent | Mark · working | Apr 18 |
| Mark Maldonado | Bato… | Classification failed: Need a copy of my Q4 2025 statement Ready for review | Manual Review | Awaiting review | Apr 18 |
| The Chen Family Trust | Client wants to change IRA primary beneficiary from spouse … Ready for review | Advisor review needed | Mark · working | Apr 18 |
| Tony Castellano | Vague follow-up referencing prior conversation — context un… Ready for review | Manual Review | Awaiting review | Apr 17 |