How do I add accounts to a client?

New accounts can be added through an Integration Provider or manual entry. The Account’s Name must be entered and the Account Type and Sub-Type must be selected, before the account can be added. If you have not yet created any clients, please reference the article here.

To Manually Add an Account

  1. Select the client from your Book of Business
  3. Fill out the for pictured below to create account
  4. Add holdings to the account by importing holdings from Excel or searching via name, ticker, or cusip

To  Add an Account via integration provider

  1. Select the client from your book of business
  2. Click Import Account
  3. Select the Provider Account from the pick list and preview the account before saving changes
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