Confirmation.com - How do I add new accounts for an existing client?

Please note SLAs for all South African banks are extended to 20 working days (excluding weekends and public holidays) due to the busy season. Kindly escalate confirmation requests after this period has passed.

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users
  1. Home
  2. Knowledge Base
  3. How do I add new accounts for an existing client?
FAQ

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.
2023-09-28 14_41_25-demo.confirmation.com_AuditorClient_index.aspx.png
 
  • 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.
2023-09-28 14_44_13-demo.confirmation.com_AUDITORCLIENT_ClientInfo.aspx.png
  • For more detail refer to the Confirmation Community for available videos and how to guides on adding client accounts.
 
 Rate this article: 
  (Popularity = 1/100, Rating = 0.0/5)

   Related Articles

Adding Financial Forms to a Client Profile
Adding Client Signers
Easy Add-ons User Guide
Editing Financial Forms in a Client Profile
view all...


   Search Results

Reconfirming/Querying a Completed Confirmation
Reconfirming a Confirmation
Retrieving Completed Confirmations
What does the Completed Confirmation Report provide?
Can I request more information from the Responder (Bank)?
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
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved