Consumer Website
Miscellaneous
Miscellaneous
This feature allows clients and prospects to securely share documents with their Financial Representative and their team.
What is Secure Share?
A policyowner can authorize sharing of financial information with others using this platform.
What is the Northwestern Mutual Consumer Website?
Business partners interested in becoming an Authorized Representative should be referred to this team.
What is Integrated Web Services?
In addition to product numbers and a requested username, this information must be on file for an Authorized Person and entered into NetX360.
What is all Personally Identifiable Information (PII)?
Financial Representatives can view this information for connected accounts, but not transaction details.
What are account balances?
In addition to the Consumer Website, clients can manage beneficiaries using this Northwestern Mutual tool.
What is the Northwestern Mutual Consumer Mobile App?
This anti-fraud tool helps verify that the person sending or receiving money has access to and ownership of the bank account being used.
What is Bank Account Validation (BAV)?
An Authorized Representative can do this on the Northwestern Mutual consumer website as the owner or payer.
What is register for internet access?
Once viewing rights are confirmed, IWS contacts this group to link account(s) with the Authorized Person's NMUID.
Who is Tier 2?
This menu option is selected first when connecting an outside account.
What is Accounts?
Bank Account Validation checks this information against the financial institution's records when a bank account is entered into Northwestern Mutual systems.
What is the account number?
A Low BAV status means the bank account and payee have this type of result.
What is a high match?
This delivery option can be elected by an Authorized Representative acting on behalf of the owner.
What is paperless document delivery?
If viewing rights are confirmed and all PII is already on file, these can be provided to the caller during the initial call.
What is paperwork granting the individual viewing rights to the account?
This third-party platform powers Northwestern Mutual's connected account aggregation services.
What is Yodlee?
A client wants to view documents they personally uploaded to their FR team. They should select this tab.
What is My Uploads?
After a beneficiary change is successfully processed online, clients receive this type of notification.
What is a confirmation email from a no-reply address?
Before determining whether a Business Login request is new or existing, IWS must verify the caller by obtaining their name and confirming these two pieces of business information.
What are the business address and Tax Identification Number (TIN)?
The authorized party for an RPM registration cannot be an entity and must be one of these.
What is a person?
If a financial institution does not participate in Northwestern Mutual's aggregation platform, clients may submit a request to add the institution or use this alternative method.
What is manually adding the account?
A home office representative may complete assisted sharing on behalf of a client only after verifying this document exists, is complete, and is properly stored in Docket.
What is a signed FOND Information Sharing Authorization Form?
Secure Share allows up to this many documents per client, with each document limited to this size.
What are 100 documents per client and 50 MB per document?
If a caller says they already submitted a Business Login request, this system should be checked to determine the status of the request.
What is CaseTracker?
This must be on file before IWS can proceed with RPM registration.
What are standing instructions?
Before adding an account, users must search for or select this.
What is a financial institution?