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You can create new accounts by using following the steps below:
| Rw ui steps macro | ||||
|---|---|---|---|---|
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 this page. |
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