Adding an Active, Reserve, or Retirement Account
This article will walk you through how to add an active, reserve, or retirement account to your organization.
M-RETS supports three Account types: Active Accounts Reserve Accounts and Retirement Accounts. Users can transfer Certificates to specific Accounts manually or automatically upon upload. Each Account has a unique identification number, like a banking system. Users may attach aliases to Accounts for ease of reference (e.g., by state, by product name, etc.). The User can create an unlimited number of accounts for each type.
Navigate to the “Accounts” dashboard
Select ‘Add New Account’
Select the account type from the drop-down and fill in a name.
Once you fill in the information, select ‘Save’. You can then verify that your new account is set up and ready to go!