1.7.2 View IRA Plans
This topic explains the systematic instructions to view the list of configured IRA plans.
- On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click IRA Plans Configuration.
- Under IRA Plans Configuration, click View IRA
Plans.The View IRA Plans screen is displayed.
For more information on fields, refer to the field description table below.
Table 1-30 View IRA Plans - Field Description
Field Description Plan Type Displays the type of IRA plan. Age Cut-off Displays the cut-off age for IRA plan. Authorization Status Displays the authorization status of the record. The available options are: - Authorized
- Rejected
- Unauthorized
Record Status Displays the status of the record. The available options are: - Open
- In Progress
- Closed
Modification Number Displays the number of modifications performed on the record.
Parent topic: IRA Plans Configuration