arrow_back
URGENT REQUEST [SC]
1 message picture_as_pdf Source PDF
D
Daphne Cales Jul 16, 2019 4:32 PM
To
Patricia A Wingate
Cc
Stewart OldfieldKimberly Hart
Classification: Strictly Confidential
Pat,
We are in URGENT need of some client information. Please note this is very CONFIDENTIAL.
Is there a way to run a report for all accounts (deposit, custody, etc.) with the following information for the last 18 months:
• Transaction with transaction code
Description
Dollar amount
Date
Account closing date
We need this to be turned around pretty quickly. Once you tell me it's possible I will send you the relationship name and GCIS #. Thank you.
Kind regards,
Daphne Cales
