Customer Impact & Transition
- Is there a transition period or grace period?
- What happens if my firm does not complete the new agreements before March 2027?
- Will there be webinars, training sessions or office hours?
- Where can I find the new CT Plan agreements?
- What is changing for usage reporting under the CT Plan?
- Will my firm's information be migrated from the legacy CTA and UTP Plans?
- How will my billing and payment change under the CT Plan?
- Does the CT Plan transition require any technology changes?
- What should existing customers do now to prepare?
- What is changing for customers under the CT Plan?