Overview
Automate rollovers for multiple ready bank accounts at once.
Steps
- Go to Program Maintenance > Year-End Rollover Automation.
- Review accounts listed in Not Ready to Rollover and correct any errors listed.
- Accounts appearing in the Ready to Rollover dropdown can be selected individually to rollover or you can click Begin Rollover for All Schools to complete the rollover for all of them.
Outcome
Selected accounts roll over in bulk.