Preface

  • Purpose
    This guide helps the user to familiarize or understand the Individual Retirement Account (IRA) services provided for the Retail Accounts and Certificate of Deposits Accounts.
  • Before you Begin
    Kindly refer to our getting started user guide for common elements, including Symbols and Icons, Conventions Definitions, and so forth.
  • Module Pre-requisite
    Specify User ID and Password, and Login to the Home screen.
  • Audience
    This user guide is intended for the following end Users / User Roles in a Bank:
  • Related Resources
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  • Screenshot Disclaimer
    Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.
  • Acronyms and Abbreviations
    The list of the acronyms and abbreviations that are used in this guide are as follows:
  • Basic Actions
    This topic describes about basic actions that can be performed on a screen.
  • Symbols and Icons
  • Module Post-Requisite
    After finishing all the requirements, please log out from the Home screen.