Viewing the Step Rate Plan Schedule
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The Certificate Step Rate Plan Schedule dialog box displays the steps encompassing the assigned step rate plan. To view the Certificate Step Rate Plan Schedule dialog box, click the Step Rates button on the Certificates - General tab or Certificates - Interest tab.
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How do I? and Field Help
The Step Rate Schedule grid indicates the name of the step rate plan and the steps defined for the plan.
| Column Heading | Description |
|---|---|
| Step | The step corresponding to the rate change. A step rate plan can have up to 9 steps. |
| Days From Purchase Date | The number of days from the purchase date that the rate will change. |
| Rate | The new rate that will be assigned to the certificate when the number of days from the purchase date is reached. |