Altruist
đ Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.
The following value mapping example is based on the following:
a default product line and pre-configured product line summary totals
a Swivel Sync-supported carrier/institution
a Swivel Sync-supported product offering and supported values
Rollover IRA
Snapshot Totals Mapping
Snapshot Total | Map Values to Totals |
Total Contributions | Deposits |
Total Withdrawals | Withdrawals |
Net Contributions | Mapping not available |
Current Balance | Account Value |
đ Quick Tip: Total Contributions and Total Withdrawals Snapshot Totals map to Rollup Contributions and Rollup Withdrawals by default. đ See also Mapping Transactions to Snapshot Totals.
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Contributions | Deposits |
Total Withdrawals | Withdrawals |
Total Net Contributions | Mapping not available |
Total Cash & Cash Investments | Cash Held Directly |
Total Market Value | N/A |
Total Account Value | Account Balance |
Total Margin | N/A |
N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site. đ See also Altruist to view full list of Swivel Sync-supported values.
đ Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary. đ See also Manage Values.