Setting up a Financial Advisor (J.96a) Setting up a Financial Advisor (J.96a)

Setting up a Financial Advisor (J.96a)

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The Financial Advisor information will display on the Annual Notice; Highlights; SPD; Loan Application; Benefit Statement.

To set the Financial Advisor in J.96a:

  1. J.96: Include Financial Advisor contact information, "Yes"
  2. Click Edit Contacts
  3. Select User
  4. Change "Main Contact Type" to "Financial Advisor"
  5. Save Tab
  6. Close "Edit Contact & Portal Users" Screen
  7. 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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