Adding a New Client

Follow

There are two different ways to add a new client. The first is when under the Advisor Dashboard > select the Add New Client button:

The second is by entering the client list and then clicking the Add button.

Once you have selected either of these options a window will pop up and you will be prompted to enter client data that will include: Title, Name, Date of Birth, Social Security Number, Phone, Fax, Citizenship and Address.

Each item in the Personal Information section is important as it will affect Social Security timing and linking accounts. The address will also affect any educational planning, so it is recommended that this be entered as well. From this window you also have the ability to create and edit their Client Portal access. Please see the screenshot below for reference.

Have more questions? Submit a request

Comments