Online Account Access Rules Maintenance
Contents
Overview of NA81UPD
The Online Account Access Rules Maintenance screen lets you establish the default access level for the account types that are viewable via the Online CEF program.
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Setup
- Double-click Online Account Access Maintenance. You will see a screen similar to this one:
Adding a New Rule
To add a new rule, click the Add button on the toolbar. The fields will be activated for entry:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Description | Enter a brief description of the rule |
| Account type | Click the drop down arrow to select the account type. The account types are managed within the NA Online Account Types code set |
| Ownership code | Example |
| Access Level | Click the drop down arrow to select the access level to be assigned to this rule. Access levels are managed within the NA Online Account Access code set |
| IRS form access | Click the drop down arrow to select the access level to be assigned to this rule. Access levels are managed within the NA Online Account Access code set |
| Legally defined | If this is selected, users will be unable to modify the rule if it is associated with a constituent |
When you have finished entering the information, click Save.
Editing an Existing Rule
To edit an existing rule, double-click it or click it once to highlight and then click the Edit button. The fields will activate for modification:
When you have finished making your changes, click Save to retain them.
Changing Ownership at the Account Level
- From the DDI Connect main menu, double-click Financial Inquiry
- Enter the Account number and hit Enter. You will see a screen similar to this one:
Click on the Investor Tab. You will see a screen similar to this one:
To change the Ownership Field, click the Edit Button. The fields will activate for modification:
| Field | Description |
|---|---|
| Ownership | Click the dropdown to choose the appropriate Ownership. Your choices are: 00-None, 01-Joint Tenancy with Right of Survivorship, 02-Tenants in Common, 03-Sole Ownership, and 04-Community Property. |
When you have finished making your change, click Save to retain it.
