Enrollment and Settlements Support

Enrollments M-Z

• Rebalancing Fees
• Transaction Memos

Settlements

• Generate Automatic Check Numbers
• Canceling a Settlement Offer
• Canceling a Settlement Payment
• Payout Terms of an Accepted Settlement
• Adjusting Settlements
• Setting up a Settlement Offer

Enrollments A-L

• Client Balance Forecaster
• Enrolling a Contact
• Enrollment Plan Overview
• Enrollment Settings
• Fee Profiles