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The table below displays the screens that appear when selecting account characteristics.
Screen | Screenshot | Description | |
|---|---|---|---|
| 1 | Service Instructions |  | Enter the 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 the required employer information and affiliations. Red fields indicate missing information |
| 6 | eDelivery |  | Select eDelivery options. |
| 7 | Optional Features |  | Enter any optional features. |