Creating a category

Create a category and use it to define custodial account types.

  1. Select Custodial Account Management > Setup > Category.
  2. Click Create and specify this information:
    Category
    Specify a name for the category.
    Description
    Provide a description for the category.
    Tax ID Required
    Select Yes if a tax ID is required for this category. If you select Yes, the Tax ID Type is displayed.
    Tax ID Type
    Select the type of tax ID that is required for this category.
  3. Click Save.