Account Types - Pre TOS Meeting 1/12/2022

Please take this brief survey to help the training team determine the overall level of comfort with certain account types.
Name: 


A red asterisk (*) indicates required questions.

  1. Without researching on the Compass or asking anyone, do you know what a Hybrid account is? *
    Yes
    No


  1. Do you know how to recognize a Hybrid account in Episys? *
    Yes
    No


  1. On a scale of 1-5 how is your comfort level when working with Hybrid accounts?

    1 = Not Comfortable
    5 = Very Comfortable

    If you do not know what a Hybrid account is, please select N/A. *
     
      1 2 3     N/A
    1  5  


  1. Do you know how to convert a Hybrid account into a joint account? *
    Yes
    No