The Title Bar

At the top of the Account Wizard, you will see the title bar. The title bar displays basic information about the submission that is active. The components are:

1. Reference #: the number is a unique id number assigned to each submission. The reference # shows in the title bar on every transaction.
   1. The first two letters indicate which portal the transaction belongs to: bf for Berthel Fisher & Company Financial Services, sf for SM&R and bp for BFC Planning.
   2. Thefirst four digits of the reference # represent the specific user who created the transaction in the system.
2. Create New Account: This link can be used to start a new account wizard submission.
3. Status: Indicates the status of the transaction. Detailed descriptions of each status are available in this Appendix: Account Wizard Submission Status Types. A status displays once the submission is saved.
4. Account Title: displays the Account Title as entered it was entered on the Account Information page. This displays only after the submission is saved.