Go to New (1) > Starting Point (2).

_{Navigating to Starting Point}

Create a New Account (1) for the Existing Client (2).

_{Creating a New Account for the Existing Client}

Select the preferred Sponsor / Custodian for a new Account.

_{Selecting a Sponsor or Custodian}

Select a Product Type (1) and Registration Type (2).

_{Selecting Product and Registration Types}

Review the Account Summary (1), then create a Work Item (2).

note

Note: The Client Work Item appears on the Retrieve page.

Note: The Client Work Item appears on the Retrieve page.

_{Reviewing Summary and Creating a Work Item}

To generate a barcode, go to Actions (1) > Barcode (2).

_{Generating a Barcode}

The Document Coversheet opens in a new window.

Tip: You can save or print the Document Coversheet.

_{Viewing Document Coversheet}

Tip: You can view a Work Item Coversheet by selecting Actions > Work Item Coversheet.	_{Navigating to Work Item Coversheet}
	_{Work Item Coversheet}

Generating a Barcode Coversheet