Double dipping here. Independence related - Already posted in the EY bowl. Rejoining EY. Cannot find 4 funds in the Independence system. Need to submit my on-boarding materials by 12/30. Continued...

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You should submit a “Matter to be reported", I think. If it will let you submit with false then say false. I enrolled my brokerage in the auto feed and that makes things a lot simpler. I know several funds I tried searching for by the ticker symbol appeared differently if I searched by the company name. Good luck!

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Do I just mark “False” for “I have reviewed my holdings and other financial relationships against proscribed entities and have no independence exceptions/issues” and describe the situation in the explanation box?

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