Adding an Active, Reserve, or Retirement Account

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, Reserve, 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. Down below are steps to take to add a 'new account' for an Active, Reserve or Retirement account.

1. Click on 'Accounts', outlined in red in the screenshot below.

2. Click on 'Add New Account' in the green button.

3. Select the type of account in the drop-down and fill in the name.

4. Once you fill in the information, select ‘Save’ and you should be ready to go!