Client bank

Client bank

Adding A Client

Via Add Client complete the required fields and add your client.
Each client needs to be individually added to the system.  For multiple client applications, add the clients individually to the system.
An invitation will automatically be sent to your client prompting them to log in.
Please note - clients only need to be added once as the system will store client credentials.

Sharing A Client

Clients can be shared within an organisation via the three dots next to the client’s name and selecting Share. You can then select the adviser you wish to share the case with and send them a message if required.


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