If a participant calls or emails regarding issues connecting their retirement account(s) with TTC to another 3rd party aggregator site:
- We will need to ask the participant to ask the 3rd party site for the IP address so we can whitelist it
- The participant can send this information to Planinfo@thetrust.com
- Once we receive this information back from the participant, this information needs to go to Codi/Michael R. This can be done by creating a SmartDesk/Participant Web Issues ticket and executing the Web Issues scenario automation.