AnnuityNet New Account Wizard
- Mercedes Rothwell
- Inese Auzina
Introduction: This guide provides an explanation of the steps required to complete a transaction. You may view this guide in order or skip to a specific section using the navigation links to the left. AnnuityNet is an optional integration for Docupace. Because of the customizable nature of both Docupace and AnnuityNet, the screens you see may appear slightly different that the ones in this guide. However, the mechanics are the same.
Important Note: File size is limited to 6 Mb/PDF and 36 Mb/envelope.
Table of Contents
Change Log:
Date | Changes |
|---|---|
July 2020 | Comprehensive documentation for the AnnuityNet Integration |
Oct 2020 | Added note about file size limitations imposed by the DTCC |
Audience: Docupace field agents, advisors, and back-office users attempting to complete AnnuityNet compatible Work Items.
Functionality: The AnnuityNet Wizard allows Advisors and Field Agents to speed up the new account creation process for annuity transactions and finalize client documents for signing. Completing a transaction with the Wizard typically takes between 15 and 45 minutes.