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Account Setup

Account Setup

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This screen collects information about:

  • the Rep

  • the firm branch

  • if the client is a person or an entity

  • if the account holder is an employee of the firm

  • if the account is going to be managed by a third party

  • the account registration type

Account Setup page

 

Looking for labels? They can now be found in the details panel on the floating action bar.

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