Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Production release for field names on October, 19th, 2018. This release covers minor changes made to NFS forms.

Forms Updated

The following Quik! Form ID's were updated in this release

...

Dealer NameQuik Form IDExisting Field NameNew Field Name
NFS (National Financial Services)5281own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)5281own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)5281own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)5281own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)5281own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)5281own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)5281own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)5281own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)5281own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)5281own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)5281own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)5281own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)5281own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)5281own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9740User.D109.SameAsEmpAbove1own.SameAddrEmp
NFS (National Financial Services)9740User.D109.DecideBroker1own.ConsultBroker
NFS (National Financial Services)9740User.D109.DecideSelf1own.ConsultSelf
NFS (National Financial Services)9740User.D109.DecideFamily1own.ConsultFamily
NFS (National Financial Services)9740User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)9740User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)9740User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)9740User.D109.AHAMF1own.HeldAwayMutualFundPerc
NFS (National Financial Services)9740User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)9740User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)9740User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)9740User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)9740User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)9740User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)9740User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)9740User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)9740User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)9740User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)9740User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)9740User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9740User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)9745User.D109.SameAsEmpAbove1own.SameAddrEmp
NFS (National Financial Services)9745User.D109.DecideBroker1own.ConsultBroker
NFS (National Financial Services)9745User.D109.DecideSelf1own.ConsultSelf
NFS (National Financial Services)9745User.D109.DecideFamily1own.ConsultFamily
NFS (National Financial Services)9745User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)9745User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)9745User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)9745User.D109.AHAMF1own.HeldAwayMutualFundPerc
NFS (National Financial Services)9745User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)9745User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)9745User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)9745User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)9745User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)9745User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)9745User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)9745User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)9745User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)9745User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)9745User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)9745User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9745User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)143441own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)143441own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)143441own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)143441own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)143441own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)143441own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)143441own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)143441own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)143441own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)143441own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)143441own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)143441own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)143441own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)143441own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)27173User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)27173User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)27173User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)27173User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)27173User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)27173User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)27173User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)27173User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)27173User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)27173User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)27173User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)27173User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)27173User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)27173User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)27173User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)27173User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)27173User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)27173User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)27173User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)27173User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)39241User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)39241User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)39241User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)39241User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)39241User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)39241User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)39241User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)39241User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)39241User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)39241User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)39241User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)39241User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)39241User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)39241User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)39241User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)39241User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)39241User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)39241User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)39241User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)39241User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)55651User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)55651User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)55651User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)55651User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)55651User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)55651User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)55651User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)55651User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)55651User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)55651User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)55651User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)55651User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)55651User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)55651User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)55651User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)55651User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)55651User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)55651User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)55651User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)55651User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)606721own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)606721own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)606721own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)606721own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)606721own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)606721own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)606721own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)606721own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)606721own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)606721own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)606721own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)606721own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)606721own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)606721own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)606721own.AssetInvestmentOther1own.HeldAwayOther