Rollover Fund Wizard Properties

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Rollover Fund Wizard Properties

You can change certain system settings and defaults for the Rollover Fund wizard using the Set Properties window. The Rollover Fund wizard allows you to set the following properties.

Display Property Page

The Display Property Page value allows you to choose when to display the Rollover Fund wizard’s set properties window. Select one of the following options.

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Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Defaults

On the Defaults tab, you can set defaults to customize your use of the wizard.

Search Preferences

Preferred Search Index – Select an index from the list. The delivered value is Fund ID.

Selection Defaults

You can select a Default for List Fund Selection. The default value is All.

Options

You can preset an Adjust After Rollover default. This option is selected by default.

Helpers

On the Helpers tab, you can select the Helpers you want to display in the Rollover Fund wizard. Click the Adjust Options button to display the properties that you can set.