How do I add new accounts for an existing client?

  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.

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