Brokerage Statement Workflow
Stax.ai’s brokerage statement workflow serves as the foundation of our processing system.
UploadLearn how all documents begin processing via the Upload stack.
Welcome to the Brokerage Statement WorkflowStax.ai’s brokerage statement workflow serves as the foundation of our processing system.
To DoThe "Human in the Loop" Folder
SplitLearn more about re-splitting files from the Original Uploads folder to ensure accurate processing and organization.
Find InfoThis stack is most commonly used as the next step after documents are manually split in the Split stack.
File ItDocuments that have been ingested and processed correctly in the Upload stack are automatically moved to the File it.
Trust Accounting
Filed Satements
Original UploadsEach documents placed in the Upload stack has an individual copy made and saved in the Original Uploads folder.
TPA PlansThe TPA Plans page is your Plan Editor (PE), where all plan and account information is stored for your team.