WRUG

Hello!

We are going to start offering IRA products. Has anyone gone through this? Do you have a check list that you used to ensure all items within Core were set up properly?

I have opened a JH case and they have just directed me to the “help” within Silverlake.

Any info that anyone could provide would be very helpful!

Product codes, tran codes, interface lines, rate codes, reports etc. I know there are a lot of parameters that need updated and turned on.

Thank you