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The table below displays the screens that appear when selecting account characteristics.
Screen | Screenshot | Description | |
---|---|---|---|
1 | Service Instructions | Enter required service instruction. Red text indicated missing information. | |
2 | Bank Information | Enter bank information. | |
3 | Core Account Investment Vehicle | Select a core Account Investment Vehicle name. Red fields indicate missing information. | |
4 | Duplicate Information | Add duplicate information. | |
5 | Employer Information and Affiliations | Enter required employer information and affiliations. Red fields indicate missing information | |
6 | eDelivery | Select eDelivery options. | |
7 | Optional Features | Enter any optional features. |
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