| Create Account Owner/Beneficiary |
Account Recordkeeping Services |
Allows a user to add new party information on the website
including; name, address, TIN, account type, mailing address, account summary
(balance) etc. |
| Create Message Center |
Account Recordkeeping Services |
Allows a user to create secure e-mail within the Account
Recordkeeping Services website. |
| Create Transaction |
Account Recordkeeping Services |
Allows a user to create specific transaction information
including; transaction date, amount, and transaction description (contribution,
distribution, earnings). |
| Modify Account Owner/Beneficiary |
Account Recordkeeping Services |
Allows a user to modify the party information/account summary on
the website including; name, address, TIN, account type, mailing address, account
summary (balance) etc. |
| Modify Message Center |
Account Recordkeeping Services |
Allows a user to access secure e-mail within the Account
Recordkeeping Services website. |
| Modify Transaction |
Account Recordkeeping Services |
Allows a user to modify specific transaction information
including; transaction date, amount, and transaction description (contribution,
distribution, earnings). |
| View Account Owner/Beneficiary |
Account Recordkeeping Services |
Allows a user to view party information/account summary on the
website including; name, address, TIN, account type, mailing address, account
summary (balance) etc. |
| View Message Center |
Account Recordkeeping Services |
Allows a user view-only access to secure e-mail within the
Account Recordkeeping Services website. |
| View Reports |
Account Recordkeeping Services |
Allows a user to view system generated reports and create
on-demand reports. |
| View Transaction |
Account Recordkeeping Services |
Allows a user to view specific transaction information
including; transaction date, amount, and transaction description (contribution,
distribution, earnings). |