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Securities Lending

Securities Lending

Borrower Portal

Using My Work in the Onboard+ Borrower Portal

Using Task Manager's Assignee in the Onboard+ Borrower Portal

Using Task Manager's Workflow Cases in the Onboard+ Borrower Portal

Reviewing, Accepting, and Rejecting Documents in the Onboard+ Borrower Portal

Requesting Additional Documents in the Onboard+ Borrower Portal

Additional Functionality for Workflow Tasks in the Onboard+ Borrower Portal

Initiating Correspondence in the Onboard+ Borrower Portal

Using Vault Hub and Creation of Fund Vaults in the Onboard+ Borrower Portal

Bulk Creation of Fund Vaults in the Onboard+ Borrower Portal

Navigating Organisation Structures in the Onboard+ Borrower Portal

Working with Linked Workflows in the Onboard+ Borrower Portal

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Lender Portal

Managing Documents in the Onboard+ Lender Portal

Using the Vault Manager View in the Onboard+ Lender Portal

Using the Requests View in the Onboard+ Lender Portal

Addressing Requests for Additional or Updated Documents in the Onboard+ Lender Portal

Rejecting Document Requests in the Onboard+ Lender Portal

Responding to Correspondence in the Onboard+ Lender Portal

Managing Documents Using Fund Structures in the Onboard+ Lender Portal

Managing Users and Settings in the Onboard+ Lender Portal

Navigating Organisation Structures in the Onboard+ Lender Portal

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