1.9.2 View IRA Product

This topic explains the systematic instructions to view the list of configured IRA product parameters.

  1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click IRA Product Configuration.
  2. Under IRA Product Configuration, click View IRA Product.
    The View IRA Product screen displays.

    Figure 1-42 View IRA Product


    Description of Figure 1-42 follows
    Description of "Figure 1-42 View IRA Product"

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

    Table 1-45 View IRA Product - Field Description

    Field Description
    IRA Product Code Displays the IRA product code.
    Description Displays the description of the IRA product code.
    Account Code Displays the account code of the product.
    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 Product Configuration