IRAs

This tab displays an overview of all IRA accounts available. Simply select the Account Number to see detailed information.

allows a customer to download transactions in CSV, BAI2, or PDF/Print format

allows a customer to search their transactions

Balance Information

Account Number: the account number is masked, displaying only the last three digits. It may be unmasked by clicking the Show Account Numbers button in the upper right corner of the main screen.
Balance Information
- Balance: The account current balance
- Hold Amount: The dollar amount held against the balance of the CD
- Term: This is the term length for this CD.
- APY: This is the Annual Percentage Yield, or the yield earned on this account per year.
- Accrued Interest: This is the amount of accrued and unpaid interest as of the current date.
- YTD Interest Paid: This is the amount of interest paid on the CD for the current year to date (YTD).
- Last Year Interest Paid: This is the amount of interest paid on this CD last year.

Account Activity

Contributions/Disbursements
- YTD Contributions: total of contributions to this IRA this year
- Disbursement Frequency: Frequency of disbursements, monthly, quarterly, annually
- Next Disbursement Amount: This is the type (method) of payment that was made.
- How Disbursed: The method of disbursement, check, deposit, other.

Account Services

Transaction Detail

Each transaction can be reviewed in detail by clicking the > to the right of the transaction:

By doing so, it will display the screen below:

Notes can be added to this transaction by selecting the pencil icon next to note:

Images can be added to this transaction by selecting the +Attach Image link at the bottom of the screen:

Download this specific transaction to a PDF

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