FLEX Ten Certificate Maintenance

FLEX Ten FLEX Ten Quick References FLEX Ten Certificate Maintenance

This document provides instructions for performing certificate (CD) maintenance within the FLEX Ten system.

I. Accessing Certificate (CD) Maintenance

To access the Certificate Maintenance feature:

  • Navigate to the Menu.
  • Select Member Services.
  • Choose Certificate.
  • Click CD Maintenance.

II. Searching for an Account

Before performing maintenance, you must locate the relevant member account:

  • Use the account search field.
  • You can search by:
    • Account number
    • First name
    • Last name
  • For advanced search options, click the magnifying glass icon.

III. Viewing Certificates on an Account

Once an account number has been entered or selected:

  • Any certificates (CDs) associated with the account will be displayed in the CD list. This list is located on the bottom half of the screen.

IV. Performing Certificate (CD) Actions

You can perform several actions on a certificate from the CD list:

  • To Edit a Certificate:
    • Hover over the information of the desired certificate.
    • Select the “edit” option that appears.
    • From the edit screen, you can:
      • Mature the CD.
      • Edit other certificate information, such as:
        • Authorized users
        • Balances
        • Dividend dates
        • Penalty information
      • Reprint the CD for the member. A copy of the reprinted CD will also be stored in the member’s account within the Document Manager, filed under the account number and the CD sub-account number.
  • To Delete a Certificate:
    • Click the “X” icon next to the certificate you wish to delete.
  • To Mature a Certificate Early (from Edit Screen):
    • Within the edit screen for a specific CD, click “mature early”.
    • A pop-up window will appear, asking for confirmation (“Are you sure you want to do this?”).
    • Click “yes” to confirm.
    • The system will then calculate and display any penalties that will be applied for maturing the CD early.
    • You will have the option to either accept the fee or wave the fee, if that is permissible.
    • Upon confirmation, the CD will be matured.