6. Settlement notes

When an order has been settled for a customer a trade note is generated which the customer can access on the customer portal like the video below shows.

This is a confirmation to the customer about the trade that has taken place and not an invoice for the customer to pay for the investment.

As the chart for the general flow showed the customer will have placed the order through the onboarding form or an e-store and will already have paid for the trade either from the process of the e-store or from the instructions given in the onboarding form and possible e-mails sent to the customer from that form upon completion. The process can be designed in a very flexible manner because of the BFS API.


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