The Select Transaction/Document screen (below) allows you to quickly and easily select all documents pertaining to a desired document package. This screen is initially displayed after a successful login. You can access it at any time during your session by clicking SELECT TRANSACTION/DOCUMENT from the navigation menu.
The Document Package Type selector contains a list of all configured package types,
including:
- Traditional IRA
- Roth IRA
- Simplified Employee Pension (SEP)
- SIMPLE IRA
- Coverdell ESA
- Health Savings Account
To view a list of all documents within a package, simply click the desired document package
from the displayed list. The associated documents are displayed within theSelect Documents screen.For example,
clicking Traditional IRA Establishment Documents displays the documents shown in the
following image.