Data populated automatically into most forms are dependent on the values of registration type changed by the user from the toggle box at the top of
Individual Accounts: These choices will draw data from the client's basic information:
INDIVIDUAL - The primary client's information is placed in the form.
SPOUSE - The spouse name, birth date, SSN, and employer information replaces that of the client on the form. This data comes from the Spouse tab within the client data.
Business Accounts: These choices will draw data from the corporate section within the client data:
CORPORATE, PARTNERSHIP, & NON-PROFIT
Minors: These choices will draw data from the Trust/FBO fields within the client data. If this is not the desired information most forms also contain insert buttons to select from the dependents or assigned beneficiaries:
UTMA, UGMA, & CUSTODIAN
Joint Accounts: These choices will draw data from both the client and spouse information by default:
COMMUNITY PROPERTY, TENANTS IN COMMON, & TENANTS BY ENTIRETY
JTWROS - This is used as an "all purpose" Joint-registration type on some forms.
Miscellaneous registration types:
TRUST — Draws from the trust/UTMA/UGMA fields
OTHER — Erases all data pulled automatically.