Create a Compliance Sub-Account

To create a new Compliance Sub-Account, please take the following steps:

1. In the Account Dashboard, locate the Account Status module.

2. Under the Account Status module, click on the ‘Create New Subaccount’ hyperlink.

3. In the New Sub-Account page, enter data into the new Sub-Account fields.

4. Click on the ‘Save’ button to create new Sub-Account.

Please visit the Retirement FAQ page for more information.