IRA Balance File Maintenance/Inquiry

Screen ID: UIRAD-01 View full-size screen
Screen Title: Member IRA Balance File Information
Panel ID: 5313
Tool Number: Multiple
    View full-size screen

Access this screen by selecting Tool #501 Member IRA Balance Inquiry (inquiry) or Tool #896 Update IRA Balance Information (maintenance).  This screen appears after entering an IRA account number on the initial Member IRA Balance File Information window. It will also appear when using the IRA/HSA button from the account inquiry screen for IRA savings and certificate accounts.

This is the first of three screens used to view or maintain IRA deposit, withdrawal, and balance history information for a member's IRA plans. Enter an account base and press Enter to proceed to the second screen.

Go Back to a Previously-Used Account

If you want to access a membership you used recently, click the lookup next to the Account base field. The Your Most Recent Accounts Accessed pop-up window will appear.