What Happens Next
Once we receive your documents, they go through a careful review process. Your assigned compliance officer will examine everything to ensure all requirements are met.
The Review Process
During review, we check:
All documents are complete and properly signed
The person signing has legal authority to do so
All regulatory requirements are met
No red flags that might indicate fraud or problems
Processing typically takes 5 business days once we’ve received all required and completed documents. Complex situations may require additional time.
If Something is Missing
We’ll contact you promptly if we need:
Additional documents
Clarification on something
Corrected forms
Additional verification
The faster you respond to these requests, the quicker we can complete your transaction.
Once Approved
After successful review:
We apply the physical medallion stamp to your documents
Documents are scanned and emailed to you for your records
Originals are packaged for secure shipping
You receive email confirmation with tracking information
Staying Informed
You can check the status of your transaction at any time by logging into your account on our portal. We also send automated email updates at key milestones — when your documents are received, when review is complete, when your stamp is applied, and when your documents ship.
Our team aims to respond to messages within 2 business days. Please note that phone support is available for issues and questions, but we are unable to provide on-demand status updates by phone — your portal and email notifications are the fastest way to stay informed.