Connect CurrentClient to Patrina to automatically forward every text message into your Patrina archive for books and records compliance.
Who is Patrina?
Patrina has provided compliance solutions to the securities industry since 1993. Their archive covers email, IM, social media, mobile, and trade records, and they operate as a SEC, FINRA, and CFTC Designated Third Party with quarterly download testing and audit reporting.
What you'll need
Your Patrina journal destination email address. You can find it in your Patrina portal or ask your Patrina account team.
Connect Patrina
Set up Patrina in CurrentClient: Open the Patrina setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.