This topic explains the systematic instructions to view the list of configured IRA Customer plans.

1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click IRA Plans Configuration.
2. Under IRA Customer Plans Configuration, click View IRA Customer Plan Configuration.
   The View IRA Customer Plan Configuration screen is displayed.

   Figure 1-31 View IRA Customer Plan Configuration

   
   

   
   Description of the illustration view-ira-customer-plan-configuration.jpg

   
   

   For more information on fields, refer to the field description table below.

   Table 1-34 View IRA Customer Plan Configuration- Field Description

   Field	Description
   Customer Number	The customer ID of the customer who holds the plan
   Plan Type	This is the plan of the customer, in which the transaction is being carried out. This can take values TRA for Traditional or ROT for Roth or SEP for SEP as available in the static maintenance provided.
   Currency	This LOV allows the user to select the currency. This will be USD in general for IRA.