Confirmation.com - How do I add new accounts for an existing client?
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
How do I add new accounts for an existing client?
How do I add new accounts for an existing client?
Published: 03/08/2015
Answer:
An Add Client Account link is located in the Quick Links area of the main Dashboard. Selecting this option will require you to first search for an existing client before proceeding with the Add Account workflow.
Accounts can also be added from the Client Information tab for the selected client. Select the Add button from within the Accounts area and follow the onscreen prompts.
For more detail refer to the Confirmation Community for available videos and how to guides on adding client accounts.
Rate this article:
|vote=None|
Processing...
(Popularity = 0/100, Rating = 0.0/5)
Related Articles
How do I add / modify / remove flip account settings?
Adding Financial Forms to a Client Profile
How to add a new mapping number (including a Flip map number)
Easy Add-ons User Guide
Adding Client Signers
view all...
Search Results
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
Can my client signer give authorisation to multiple companies at the same time?
Client Authorisation
Adding Client Signers
Roll Forward of a Client Profile
view all...
Didn't find what you were looking for?
Watch a video
Check out our helpful video guides
Contact Support
Contact our support team
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved