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Introduction: This guide page describes how, as a rep, you can open new accounts through the Docupace Starting Point. |
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You can create new accounts by using following the steps below:
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Click the Starting Point link from the New dropdown menu.
Click New Account to create a new account. Click Maintenance to update some aspect of an existing account (e.g. change of address, an additional beneficiary, a new dealer, etc.) 
Select New Client, Existing Client, or Multiple Clients. Corresponding scenarios are described further on this page. 
Once you have selected your clients, proceed with Selecting New Account Options as described further on the next this page. |
New Client
Select the New Client option if you are sure there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
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The system lists the new account owners. You can add more owners if necessary. Click Complete to complete this step.
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Selecting New Account Options
When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.
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Note. The list of available options will depend on your Docupace site configuration and will differ from the screenshots. |
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Select the Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held (also called Sponsor or Custodian). 
Select a State. Note: You may also select No State Required. 
Select a Registration Type. 
Select a Product Type. 
Select Account Options, if necessary. Then click Next. 
Proceed to Reviewing the Work Item Summary Screen. |