Primary Account Holder

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The table below describes the screens that display when adding a primary account holder.

Screen	Screenshot	Description

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

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