Are there fees for using third-party integrations?
https://alaricsecurities.com/ufaq/are-there-fees-for-using-third-party-integrations/
Most integrations are free, but some advanced tools may require an additional subscription.
How do I set up a tax reporting integration?
https://alaricsecurities.com/ufaq/how-do-i-set-up-a-tax-reporting-integration/
Follow the integration guide in the Knowledge Base or contact support for assistance.
Is there a dedicated support contact for institutions?
https://alaricsecurities.com/ufaq/is-there-a-dedicated-support-contact-for-institutions/
Yes, you’ll be assigned an account manager and receive priority support contact details.
What documents are required for institutional accounts?
https://alaricsecurities.com/ufaq/what-documents-are-required-for-institutional-accounts/
Typically, we require proof of incorporation, authorized signatory IDs, and AML/KYC documents.
How do I start onboarding as an institutional client?
https://alaricsecurities.com/ufaq/how-do-i-start-onboarding-as-an-institutional-client/
Fill out the Institutional Onboarding form on our website; our team will then guide you through the process.
How will I be notified of major changes?
https://alaricsecurities.com/ufaq/how-will-i-be-notified-of-major-changes/
Major updates are communicated via email, platform notifications, and in the client portal.
Where can I find information on platform updates?
https://alaricsecurities.com/ufaq/where-can-i-find-information-on-platform-updates/
Visit the Product Updates section on our website for the latest features, improvements, and bug fixes.
Can I escalate my complaint?
https://alaricsecurities.com/ufaq/can-i-escalate-my-complaint/
Yes, if unresolved, you can escalate to our Compliance team or an external ombudsman.
What is the process for handling complaints?
https://alaricsecurities.com/ufaq/what-is-the-process-for-handling-complaints/
All complaints are acknowledged within 24 hours and resolved as quickly as possible, typically within 15 business days.
How do I file a complaint?
https://alaricsecurities.com/ufaq/how-do-i-file-a-complaint-2/
Submit complaints via email to [email protected] or through our support portal.