The Financial Advisor information will display on the Annual Notice; Highlights; SPD; Loan Application; Benefit Statement.
To set the Financial Advisor in J.96a:
- J.96: Include Financial Advisor contact information, "Yes"
- Click Edit Contacts
- Select User
- Change "Main Contact Type" to "Financial Advisor"
- Save Tab
- Close "Edit Contact & Portal Users" Screen
- Selected User should not display in the drop down menu. Note: You can have more than one Financial Advisor listed in the drop down menu.
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