Viewing custodial accounts

Use this procedure to view a list of existing custodial accounts. You can use this list to verify whether a custodial account exists.

  1. Select Custodial Account Management > Custodial Account Compare.
  2. Select a custodial account to view a list of the custodial account details that are associated with the account.
  3. Optionally, open a custodial account record to view more information.