Importing Client Accounts from an Integration Provider

Integration Providers allow for increased efficiency and reduced error when adding account data to the Fiduciary Focus Toolkit. With the import feature you can import clients associated with an integration provider and apply investment selection and monitoring criteria to them in a few short steps. Please note: The investment selection and monitoring criteria will be applied to all selected clients.

  1. While in the Client view of your Book of Business, click the Import Accounts button
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  2. Select the account(s) which should be imported and click continue
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  3. Setup Investment Selection and Monitoring Criteria and click Preview Import 
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  4. Review the accounts that will be created and monitored and click Import Accounts 
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