Trio: Submitting Conditions
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  1. Following receipt of the UW decision e-mail notification, you may add documents to satisfy conditions, etc. You must add all necessary documents prior to clicking "All Conditions Added" in the Trio Actions menu. To send the UW an e-mail notification that documents have been added to satisfy conditions, click All Conditions Added.

  2. The investor delivery information is displayed along with your contact information. If your contact information is incorrect, click the "user profile information" link to update your profile. You may type in comments for the underwriter (optional).

  3. Click Finish/Send E-mail. The Trio Folder Status updates to read All Conditions Added.

  4. When the UW has completed the review, an e-mail notification containing the UW decision will be sent from Trio.folder@emagic.com.

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