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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.

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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.)

Starting_Point_1.png
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Select New ClientExisting Clientor Multiple Clients. Corresponding scenarios are described further on this page.

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Once you have selected your clients, proceed with Selecting New Account Options as described further on this page.

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