Add a New Company
To add a new client, select the drop-down for switching companies and click Add New
Should you be looking to import clients in bulk, you can instead refer to: Import Clients in Bulk as a Bureau (Advisor)
Selecting Management and Payment Options
When creating each account, you can select whether:
- The account will be managed by the advisory but paid by the client
- Account will be managed and paid by the advisory
- The account will not be linked to the advisory and will be set as independent.
You can then continue to next pages and fill in the company details and settings.
Getting Started
After filling in all details, you will be redirected to the Get Started page.