T R A I N I N G GU I D E 6
Owner
Selecting the start button to the right of IRA Owner will bring up a section to fill in the account owner information.
The account owner cannot be a U.S. citizen living abroad or a non-resident alien.
When filling out the client's Date of Birth, use MM/DD/YYYY. For example, if their birthday is January 15, 1980,
enter 01/15/1980.
Source of Funds and Investor's Primary Bank can be found in this section and are required fields. Source of
Funds has three options that you can choose from: Income, Investments or Inheritance.
Optional fields do not yet have an identifier. Mailing address, email address and phone number are optional.
If you are opening an account with a joint owner, there will be an option at the bottom of the Edit Account
Owners section called Add Joint Owner. Selecting this will allow you to enter another individual's information as
the joint owner.
Once you have completed the client's information, you can select Save and Exit.
SAMPLE
