I see where you're coming from and agree to an extent if done...

I see where you're coming from and agree to an extent if done via automation, but if (like it is here) you still don't find out confirmation about your allocation up until this point (given broker clients already know), seems like it's got a bit more work to go yet. After all, from my conversation with them a week or so ago I'm pretty sure they've known for a while now about confirmed allocations, just haven't processed what they need to yet.

OMBB fantastic, with you there. Tend to find out about your allocations pretty quickly through that, not to mention electronic refunds...be curious to see how Automic handle that in the event they are required.