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Product BUZZ: February 2026

Product BUZZ-Feb 2026

Q1 is moving fast, and we’ve been busy delivering. These updates help you work smarter, not harder, with improvements across account monitoring, Seedling support, and more—driven by your feedback.

Here’s what’s newly live in Green Check (and a sneak peek at what’s coming soon).

✅ Now Available

🌱Seedling Account Support: Now Available!

Manage pre-licensed businesses with confidence. Seedling Account Support gives you business stage tracking and a purpose-built questionnaire to engage early-stage CRBs, maintain oversight, and prepare them for a smooth transition to full onboarding.

🔗 Read the Support Center article

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🗞️ Negative News: Now In-App

You can view and resolve flagged negative news hits directly from the Accounts tab—no more email-only alerts. This makes it easier to track risk, perform follow-up investigations, and keep everything in one place.

👉 Read more in this article

📂 FinCEN Auto-Filing: Get Credentials Ready

We are excited to share that SAR & CTR auto-filing is rolling out! Start by requesting your SFTP credentials from FinCEN: here’s the guide. Once connected, you’ll be able to E-File right in Green Check!

🔜 Coming Soon

✅ Task Reassignment + Changing Due Dates

Soon you’ll be able to reassign tasks or adjust due dates across all task types—manual and system-generated—making it easier to manage follow-ups & assign direct ownership.

📈 Account Monitoring 2.0: More Enhancements on the Way

We’re actively building new functionality to give you a more powerful and centralized monitoring experience:

  • Omit transactions from variance calculations: reduce noise and focus reviews on meaningful activity (releasing soon!)

  • Summary data at-a-glance: sales, core data, tasks, and negative news that occurred during the review period will be pulled in for you to see

  • “Last generated” timestamp: know exactly when the data within a review was last updated so you can trust that the data is fresh

  • Variance cards by type: a new section to help pinpoint patterns and anomalies faster

All designed to give you everything you need, all in one place, during the Monitoring Review process.

💡 Help Shape What’s Next: Ideas Portal Is Live!

We launched a new in-app Ideas Portal so you can:

  • 💭 Submit your feature requests

  • 👍 Vote on ideas that stem from your requests

  • 🔔 See what's newly released!

Find it in the question mark icon in the bottom-right corner of the app. We can't wait to hear from you!

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Reminder: 🕵️ Enhanced KYC Reminders

Haven’t set up our new KYC/KYB integration yet? This powerful add-on makes verification faster and easier. Request more info or ask your RM about pricing.