Difference between revisions of "Registering State Sales"
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If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type, you will click the Auto icon on the toolbar: | If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type, you will click the Auto icon on the toolbar: | ||
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Revision as of 19:47, 20 February 2012
When you add a new type of investment, you have to register in the states that you are authorized to sell those investments in.
Once you have added the new type, you can register it. For information on how to add a new investment type, reference this page: Investment Type and Rate Maintenance
There are two ways to do the state registration:
Authorized to Sell in All States
If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type, you will click the Auto icon on the toolbar:
