Managing account summary and links

The managing account profile provides information about a managing account. The information in this area of the system is view only.

To access the managing account profile:

GO TO Open the Accounts menu, select Managing and select Managing account profile.

The Search and Select a Managing Account screen displays if you have access to more than one managing account. If you only have one managing account, then the Managing Account Summary screen for that account displays.

Specify search criteria. To display results of all managing accounts you can access, type % in the Managing Account Name field.

Click Search.

Click the account number link for the managing account you want to view.

Search and Select a Managing Account screen with two results displayed