Expeditors (EXPD) Status Update summary

Webinar overview and objectives

• Provided a comprehensive introduction to the ACE Portal, focusing on import-related topics and compliance best practices.

• Outlined key functions such as monitoring customs communication, running reports, and filing protests.

• Emphasized the importance of correct access levels and internal controls for compliance.

Access and user management

• Explained steps to gain ACE Portal access, including resolving account ownership and verifying identity.

• Detailed user roles: Trade Account Owner, Proxy Trade Account Owner, and Account User, with their permissions.

• Recommended limiting third-party access to sensitive portal data.

Portal navigation and key features

• Demonstrated navigation through sections like importer details, contacts, addresses, and bonds.

• Highlighted the importance of keeping addresses and notify parties current for effective communication.

• Noted the upcoming requirement for ACH refund setup as manual checks will be discontinued in 2026.