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| Rw ui steps macro | ||||||
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Select the Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held (also called Sponsor or Custodian). 
Select a State. Note: You may also select No State Required. 
Select a Registration Type. 
Select a Product Type. 
Select Account Options, if necessary. Then click Next. 
Proceed to Reviewing and Creating a Work Item. |