Aug
20
2025
News

Postdated U5 Functionality Now Available in QA Test Environment

We are pleased to announce that postdated U5 filing functionality is now available in the QA Test environment. This update allows firms to test the submission of Form U5 with future effective dates. This functionality will be deployed to the production environment in mid-October. See here for sample postdated U5.

If you encounter any issues or have questions during testing, please contact us. Thank you for your continued partnership. 

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