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Licensing and Enabling Your PAN to Use the Plus Package

Before you can use the Plus Package, you must obtain a license to use the Plus Package from WSC then contact your Client Manager to enable your PAN(s) to use the Plus Package. When you contact your Client Manager, be sure to communicate any WSC Plus service that you do not want to use. For example, if your trust accounting vendor (TAV) provides calculations for OID, you may not want to submit OID transactions to WSC for processing because the WSC OID calculations will replace the OID postings from your TAV.
After your PAN is enabled, the following become available to you in ONESOURCE Trust Tax:
  • The
    WSC PLUS
    menu.
  • The Wall Street Concepts Plus registers on the Register Listing page.