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Add new client by the adviser

Created OnJune 11, 2018
byuser
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This guide will take you through the steps involved in creating a new client, adding their cash and reserving investments.

  1. Login using your credentials. Ensure your account has been activated as an Adviser User.
  2. From theĀ Adviser Dashboard click on the “Create new client” menu from the adviser menu or main body, this brings up the new client page.
Last Updated OnJune 11, 2018
Posted in Account, Institutions.
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