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Transactions Training Module

This recording provides an overview of the Transactions page of the Superior platform.

Only users with the Transactions or Transactions Administrator user role can see the Transactions page of the Superior IRA & HSA platform, where you can complete IRA, Coverdell ESA, or HSA transactions such as opening a new account or completing a distribution.

This training highlights the Transactions page of the Superior platform.  The video below demonstrates how to complete the Open New Account process within the Superior platform. The accompanying Training Guide (linked below) includes the Open New Account workflow along with additional transaction workflows for reference.
 

View the Transactions Page Training Guide, available here.

To download the video, click here.