Click on Images to Expand Them
Screen | Screenshot | Description | |
---|---|---|---|
1 | Step 1: | Scroll to the bottom of the widget and select a joint or TOD registration type from the drop-down menu. | |
2 | Step 2a: Client Selection | Search for a client or add new clients to the system.Enter required client information. Red fields indicate missing information that must be entered. | |
3 | Step 2b: Primary Account Holder | Enter primary account holder information. Complete required fields to continue. Red fields indicate missing information. | |
4 | Step 2c: Government Issued ID | Enter the account holder's government issued ID information. Fill out all required fields to continue. Red fields indicate missing information. | |
5 | Step 2d: Legal Address | Enter the account's legal address. Fill out all required fields to continue. Red fields indicate missing information. | |
6 | Step 2e: Employer Information and Affiliations | Enter employer information and affiliations. Fill out all required fields. Red fields indicate missing information. | |
7 | Step 2f: Trusted Contacts Information | To add a trusted contact's information, click Yes and fill out the required information. Red fields indicate missing information. |
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