Stax.ai, Inc

Learn how all documents begin processing via the Upload stack.

Upload

Stax.ai’s brokerage statement workflow serves as the foundation of our processing system.

Welcome to the Brokerage Statement Workflow

To Do

Learn more about re-splitting files from the Original Uploads folder to ensure accurate processing and organization.

Split

This stack is most commonly used as the next step after documents are manually split in the Split stack.

Find Info

Documents that have been ingested and processed correctly in the Upload stack are automatically moved to the File it.

File It

Trust Accounting

Filed Satements

Each documents placed in the Upload stack has an individual copy made and saved in the Original Uploads folder.

Original Uploads

The TPA Plans page is your Plan Editor (PE), where all plan and account information is stored for your team.

TPA Plans

Andrew Flowers

Brokerage Statement Workflow

Create a custom design with text, images, and links

Changelog

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