Getting Data From the CRM to Populate the Account Wizard

OPTION 1: Account Title (Figure 2 – Item 3)

Load Registration Level within the Account Wizard’s Account Title field

The best practice for working with an existing, approved registration is to load them from the contact card. However, you can also load information from within the wizard using the Account Title field.

If you begin typing in the Account Title field, a list of matching account titles will show in the drop down. If you have given accounts good account titles, it will be easy to select the correct account. If not, you may find it difficult to choose the correct one. Once selected, all the associated data will be loaded into the account wizard pages: account owners, beneficiaries, financials, investment profile, etc.

Best Practice

Make your account titles count. You might need them again. Be thoughtful as you create new account titles, you’ll be glad when you need to use them again. The more specific that you can be, the easier it will be to identify and choose the right one when you are presented with multiple account titles for each client. Here are a few samples:

Examples of Good Titles	Bad Title	Why?
Joseph Z. Smith, Individual	Joe Smith	You may have multiple Joe Smiths and/or multiple accounts for this Joe Smith Use Joe’s full name and the registration type in the title to better identify it.
Joseph Z. Smith, IRA	Smith IRA	You might have many clients named Smith with IRAs. Naming this Smith IRA makes it hard to tell which client you are loading data for as you select it.
Joseph Z. & Julia P. Smith Trust, Dtd 7/1/2013	Smith Trust	You might have multiple trusts for multiple clients named Smith or multiple trusts for the Joseph & Julie Smith. Including the date or other identifying data makes it easier to tell which trust account the title is for.

OPTION 2: Load Existing Contact (Figure 3)

This function loads the information into the account wizard for an individual contact, not for the account registration. This will load the contact’s details.

This is available on any of the account holder screens, the entity screen and the beneficiary screen.