Help Articles


Add Active or Retirement Account

This article describes how to add an active or retirement account to your organization

Accounts act as folders for Certificates. There are two types of accounts in M-RETS; Active and Retirement. Adding an Active or Retirement account is a quick process. 

In the navigation bar on the left side, click on accounts.

Click on  ’Add New Account’

Select the Account Type and give the Account a snappy name like “RPS 2019”. or, “Erica’s Awesome RECs”.

Once you fill in the information make sure you hit save. You can then verify that your new account is set up and ready to go!