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You can create new accounts easily by using Starting Point. Use the steps below to get started.
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New Clients
When you select New Client the following window appears. There are different sections in the form: Details, Spouse, Rep, Primary Beneficiaries, and Contingent Beneficiaries. The links on the left side of the dashboard, you can quickly navigate to the respective section in the form.
Note: The section’s cardinality (the number of records present in the section) appears next to these links once you add records to the respective sections.
Note: All sections and fields marked with a red asterisk ( * ) are mandatory. All other required fields for each Client Type are listed in the table below (refer to the sub-table).
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Details | Use this section to provide basic details about the client. | ||
Client Type | Select the client type from the following options. The following sub-table provides the list of fields required to be filled in when you select a particular type:
Last Name, First Name, TIN/SSN, Rep
Rep
Company Name, TIN/SSN, Rep
Company Name, TIN/SSN, Rep
Company Name, TIN/SSN, Rep
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Client Status | Select a status from the following options:
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Business Type | Select a business type from one of the following options:
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Spouse | Use this section to add a spouse’s details. Click on the Add button and select Client Folder. A table displaying the existing client records appears. Select the spouse’s record, if present | ||
Select Button | Click on the checkbox next to the record you want to select, and then click the Select button.
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Create New Button | Click this button to enter a new record into the system. A new client form appears. | ||
Cancel Button | To cancel one or more selections, click this button. The checkboxes are reset. | ||
Rep | Use this section to add one or more reps’ information. Click on the Add button. A table containing the existing reps’ records appears. Select the required rep(s).
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Primary Beneficiaries | Use this section to add the primary beneficiaries of the client. Click on the Add icon to add the details. | ||
Details section | In the Relationship field, select the beneficiaries’ relationship with the client. | ||
Secondary Client | Use this section to add a secondary client.
Note: After adding the secondary client, click Save on the top-right corner. You are routed back to the main form. The Primary Beneficiaries section displays the list of the added beneficiaries. | ||
Secondary Beneficiaries | Use this section to add the secondary beneficiaries.
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Form Submission
To take an action on the client form, refer to the following table.
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Existing Clients
When you select Existing Client, the following screen appears. You can narrow down the results by using the search filters on the left side of the page.
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