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