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:

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. The first five digits of the reference # represent the specific user who created the transaction in the system.
Create New Account: This link can be used to start a new account wizard submission.
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.
Account Title: displays the Account Title as entered it was entered on the Account Information page. This displays only after the submission is saved.

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