3 Transaction

Under the Transaction menu, user can maintain account or certificate of deposit services.

• Deposit Account Opening
  User can open a Certificate of Deposit account and simulate its creation by providing funds from Account, and Ledger modes or a combination of Account and Ledger modes.
• Contribution and Distribution
  User can capture the details of contributions into or distributions out of their IRA plans using the Contribution and Distribution screen.
• Rollover
  User can move the funds from an account or deposit under one plan to an account or deposit under another plan of the same customer or a different customer using the Rollover screen.
• Internal Transfer
  This topic explains the process to transfer funds between two accounts under the same IRA plan for a customer using the Internal Transfer screen.