Navigating the Account Wizard

Required Fields

Required fields are indicated in red throughout the account wizard. The information required for submission will change based on the selections that are made on the account information screen and throughout the wizard. A field by field guide based on the paper version of the Client Account Form is available in the Training library > Account Wizard 2.0. It is called “Client Account Form: Visual Guide to Required and Optional Fields”.

Selection Buttons

1. Radio Buttons: Radio buttons indicate that you should only choose one item.
   Example:
   
2. Check Boxes: Check boxes indicate that you can choose more than one answer
   Example:
   

Functional Buttons

Button	Available On:	What It Does?
	Side menu  Page Bottom	Saves any changes on the current screen and navigates you to the next page.
	Side menu  Page Bottom	Saves any changes on the current screen and navigates you to the previous page.
	Account Holder Screens	Adds an additional account holder item to the side navigation menu
	Account Holder Screens	Removes the account holder that is currently in view.
	Beneficiary	Adds an additional beneficiary tab to enter additional beneficiaries on the beneficiary screen.
	Beneficiary	Deletes the beneficiary that you are viewing.
	Transaction Info	Adds an additional product tab on the transaction screen for multiproduct submissions.
	Transaction Info	Deletes the selected product tab from a multiproduct submission.
	Transaction Info	Splits the product off from the current transaction and saves it with a new BF# for later submission.
	Account Holder Screens  Paperwork	Opens the upload dialog box, allowing you to browse and attach a document.
	Account Holder Screens  Paperwork	View the item that has been attached.
	Account Holder Screens  Paperwork	Clears the item that has been attached.
	Paperwork	Submit the item to the home office for compliance review and operational processing.