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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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To launch the Starting Point, click the Starting Point link from the New dropdown menu. 2
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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.
Figure 4: New Clients 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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Form Submission
To take an action on the client form, refer to the following table.
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1 | Save Button | Save the changes and submit the form. |
2 | Cancel Button | To close the form without saving changes |
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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