srt advisor web
DESCRIPTION
SRT Advisor WEB. MVP Plan Administrators, Inc. Login. At the login page, you will enter the following:. Click “Logon”. Homepage. From the Homepage, you can update Advisor information, create and manage reports, assist Participants, and view account or investment performance. - PowerPoint PPT PresentationTRANSCRIPT
SRT ADVISOR WEB
MVP Plan Administrators, Inc.
LoginAt the login page, you will enter the following:
Click “Logon”
Homepage
From the Homepage, you can update Advisor information, create and manage reports, assist Participants, and view account or investment performance.
Accessing Participant InformationFrom the Financial Advisor Options menu, click “Participant Access”
Then search for a Participant by Last Name or SSN (format xxx-xx-xxxx)
Click “Search”
Click the Participant’s name
Participant Access ViewA new web browser will open to take you to the Participant Access Homepage. Participants see exactly what is available to them from this view.
From here, you are able to view account balances, transactions and pending activity, investment information, and historical data.
Update Advisor Information
From the Financial Advisor Options menu, click “Advisor Contact Information”
There are two places to edit Advisor information:
From the Financial Advisor Home section at the top of the Homepage, click “Update Account Information”
OR
Contact InformationUpdate Advisor address, email, and phone number.
Click “Update Information” when finished
Click “Update Information” when finished.
Password ChangeFrom the Financial Advisor Options menu, click “Change Password”
Enter a new password and confirm it. **Please save your new password in a safe place
Click “Change Password”
Contact Plan Sponsor from the WebFrom the Financial Advisor Options menu, click “Contact Plan Sponsor”
Choose the contact at the Plan Sponsor you wish to message from the drop box
Complete the Subject and Message boxes
Click “Submit”
Participant Messaging Center
To send a message to Participants, click “Participant Messaging Center” on the Financial Advisor Options menu
To create, edit, or delete messages, click “Manage” next to “Message Inventory Page”
Investment PerformanceFrom the Financial Advisor Options menu, click “Investment Performance”
Choose a client from the drop box and click “View” to view their investment performance
Unlocking Participants
From the Financial Advisor Options menu, click “Unlock Participant”
All currently locked Participants will be listed here by SSN/Name/Plan ID
Select the Participant(s) to unlock
Click “Unlock”
Reports and Statements
From the Financial Advisor Reports menu, you can choose to retrieve data in either PDF or Excel spreadsheet format, such as Participant and Investment demographics, census and termination reports, distributions, or even print statements on demand.
All reports can be filtered by clicking the “Filter Status Codes” tab at the top of each report page
Age DemographicsFrom the Financial Advisor Reports menu, click “Age Demographics”
Choose a Plan or Select All by checking the corresponding box
Edit age ranges by clicking and typing in the appropriate boxes
Click “Generate”
Investment Demographics
Check the box next to the plan you would like to view
Click “Generate”
You can create a PDF or Excel version of any report
From the Financial Advisor Reports menu, click “Investment Demographics”
Employee CensusFrom the Financial Advisor Reports menu, click “Employee Census”
Choose the Plan(s) for which to generate the census
A census generates with SSN, Name, Age, Address, Status, DOB, DOH, Hours, Total Balance, Vested Balance, etc.
Click “Generate”
To sort by Status, drag the “Status” header to the top of the report.
Termination ReportFrom the Financial Advisor Reports menu, click “Termination Report”
Choose the Plan(s) for which you would like to generate the report and enter a date range
Click “Generate”
Distribution ReportFrom the Financial Advisor Reports menu, click “Distribution Report”
Choose the Plan(s) for which you would like to generate the report and enter a date range
Click “Generate”
Participant Statements
From the Financial Advisor Reports menu, click “Statements on Demand”
Choose the Plan Enter the Participant’s SSN and dates for the statement time period
Click “Generate”
Transaction HistoryFrom the Financial Advisor Reports menu, click “Transaction History”
Choose Plan(s)Enter specific sources and/or investments or click “Select All”
Enter date parameters
Click “Generate”
Cumulative ContributionsFrom the Financial Advisor Reports menu, click “Cumulative Contributions”
Choose the Plan(s)
Additional report options allow you to suppress SSNs and Participants with no contributions
Click “Generate”
Salary DemographicsFrom the Financial Advisor Reports menu, click “Salary Demographics”
Choose the Plan(s) Enter desired salary ranges
Click “Generate”
Deferral Change ReportFrom the Financial Advisor Reports menu, click “Deferral Change Report”
Choose the Plan(s) Enter date parameters
Additional report options allow you to suppress SSNs and show only the most recent changes
Click “Generate”
Activity Reports
From the Financial Advisor Reports menu, click “Activity Reports”
From here you can choose from two different reports: a Login Report or a User Activity Report.
Login ReportThe Login Report will allow you to review data on logins per the parameters set below
Choose the Plan(s) Select filters including date and user parameters
Click “Generate”
User Activity Report The User Activity Report will allow you to see data on where users spend the majority of their time when logged into the system.
Click the Plan(s) Select filters including date and user parameters
Click “Generate”
Leaving the System
On the Main Menu, click “Logout” to exit the system