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Inquiry Menu
The Inquiry menu options give you access to information about participant account activities, provide a means of managing unit values, and facilitate participant searches through the entire database. Inquiry options are for information purposes only and the data can only be viewed. You cannot make changes to participant account(s) using these options. The one exception is the Plan Prices screen, which will accept data entry.
The Inquiry menu contains the following options:
Holdings
Transaction Inquiry
Plan Prices
Mass Share Value Entry
Participant Search
Plan Holdings
Participant Call Center