Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
TDF report deadline approaching
FRB Financial Services has issued a reminder that the Term Deposit Facility (TDF) User Access Report is required by May 30, 2014. If your institution currently has individuals who have access to the Federal Reserve Bank systems via the Reserves Central—TDF application, each of them must have his or her access and authorization reviewed annually. Failure to respond will result in the revocation of access to the TDF application for all users at your institution.
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