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Author
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Topic: BrokerLink Account Numbers
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FNuser117
Member
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posted 03-24-2005 01:09 PM
 
I am trying to add an account number to the list of account numbers in BrokerLink, and I am getting an error that 15 of 15 account numbers have been used, and I need to either call FN to add more account numbers or delete some account numbers. How do I see a list of account numbers so I can delete the ones we are not using?Thank you
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fni_support
Moderator
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posted 03-28-2005 09:14 AM
Thanks for the question.To view all account numbers currently maintained through BrokerLink: - Access BrokerLink and load a transaction file.
- Select Tools | BrokerLink Transaction Options. Select the General tab if it does not automatically appear.
- The current brokerage account number appears at the top left of screen. Account number controls appear at the top right.
- Select List Brokerage Account Number. The Brokerage Account Number screen appears.
- Select Print to print the list of account numbers.
- Select OK to return to the BrokerLink Transaction Options screen.
- David
FNI Support [This message has been edited by fni_support (edited 03-28-2005).]
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