Primary Account Holder
- Mercedes Rothwell
Owned by Mercedes Rothwell
Click on Images to Expand Them
The table below describes the screens that display when adding a primary account holder.
Screen | Screenshot | Description |
|---|---|---|
Step 2a: Client Selection |  | Search for existing clients or create new ones. |
Step 2b: Primary Account Holder |  | Enter the primary account holder's contact information and country of citizenship. |
Step 2c: Government Issued ID | Enter the data from the client's government-issued ID. | |
Step 2d: Legal Address | Add a client's legal address. | |
Step 2e: Employer Information and Affiliations | Enter the client's employment status (or source of income). | |
Step 2f: Trusted Contacts Information (optional) | Add an optional trusted contact, as well as an alternate trusted contact |