Home → Guide Archives:: Worldox GX4 → Code Lookup Tables - Add Values → Account Code Conventions
Account Code: Account Number Code = the Account Number Example: 34567891 Account Description: The account description should be the exact account # + owner + account type + custodian/brokerage firm Broker/Dealer Accounts Codes Account Code: Account Number Code = BD-Account Number Example: BD-18768468 Account Description: Example: 345678910 Candace Clark SEPIRA SEI