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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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FDICconnect's secure file exchange

The FDIC has issued FIL-63-2019 announcing the FDIC's new Enterprise File Exchange (EFX) module via FDICconnect. EFX is a secure application for FDIC-insured institutions to exchange examination-related documentation with the FDIC and State banking authorities.

EFX replaced FDICconnect's Examination File Exchange (EFE) on SeptemberĀ 30 as the primary tool for exchanging those documents. EFE will continue to be used for ongoing exams commenced before September 30, and will be phased out around AprilĀ 1, 2020.

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