R-Desktop : Working with Accounts : Adding an Account : Add Account—ITF Owner tab
Add Account—ITF Owner tab
If the account product selected on the Applicant tab is non-registered (Open), and the ITF check box is selected on the Registration Details tab, then the ITF Owner tab becomes enabled. Fields for this tab are described in the following table.
Item
Description
Spouse/Non-Spouse
Select whether the ITF owner is for a spouse or not.
Name
Click the Find button to search for and select the name of the ITF owner.
Client #/Find External
Enter a 15 character client number, which will be used when the Find External button is selected.
When a 15 character value is entered in the Client # field and the Find External button is selected, a customer information interface request message is sent via the external client interface to retrieve client information from the Client's external HUB customer information system. The value entered in the Client # field will be passed in the 'cifId' field of the request message.
Statement Copy
Click check box if you want to send a copy of the statement to the joint owner.
Confirm Copy
Select check box if a confirmation copy is to be sent.
Address Information
If you want to select an address, click the Account Mailing Address check box, then select from the list.
Status
Select from the list.
Next
Click to advance to the next tab.