Expeditors (EXPD) Status Update summary

Webinar overview and objectives

• Provided a comprehensive training on navigating and utilizing the U.S. Customs ACE Portal, focusing on import-related functions and compliance best practices.

• Covered key topics including portal access, user roles, navigation, communication with Customs, running and scheduling reports, and filing protests.

• Emphasized the importance of maintaining up-to-date contact, address, and notify party information for compliance and timely communication.

ACE Portal access and user management

• Explained the process for obtaining ACE Portal access, identifying Trade Account Owners, and managing user roles.

• Highlighted the critical roles of Trade Account Owner, Proxy Trade Account Owner, and Account User, and their respective permissions.

• Stressed the need for strict control over third-party access due to sensitive data in the portal.

Portal navigation and key features

• Detailed navigation through the portal, including the importer section, account search, references, and access to antidumping/countervailing case data.

• Outlined how to verify company details, IRS numbers, Center for Excellence assignments, and manage contacts and addresses.

• Described the process for updating ACH refund authorization to prepare for the end of manual refund checks in 2026.