Overview

- Create a client relationship

Overview

Create a new client, add criteria to define the client, and associate up to 2000 of your authorized accounts with the client. Then, view aggregate information about the client on Client Summary or Client History.

Your authorized accounts include those from all account sources, such as Fidelity Brokerage, Fidelity Non-Brokerage, and National Financial Services LLC (NFS), as well as accounts received from third parties.

When searching for clients, the clients that you create display in the My Clients list.

Create a client relationship

1. On the sidebar, select Account Search.

2. From the dropdown, choose how to search for clients:

   Client Name
   Client SSN/TIN

3. In the lower right corner, select Create a New Client Relationship.

4. Enter the Client Name. Use this name when searching for the client.

   - This field is required, and you can enter up to 60 characters.
   - The Client Name must be unique to a user ID.
   - Names are not case-sensitive. JONES is the same as Jones.

5. Optionally, to assign a name to represent the client on client-related windows and reports, enter a Client Display Name. Use this name when another client has the identical name.

   - Enter up to 60 characters.

   For example, specify the Client Name as The Smith Family and then specify John Smith, who is the head of the household, as the Client Display Name.

6. If entitled, from Access Type, indicate who at your firm can access the client:

   Public
   Accessible to any user at your firm authorized to view at least one of the client's accounts.
   Private
   Accessible only to the user who created the client and users within the firm who have administrator-level privileges.

7. Select the Client Type that best describes the client relationship.

8. If entitled, enter details that further describe this client relationship at your firm:

   Advisor
   Indicate the advisor associated with the client.
   Portfolio Management
   Indicate the portfolio manager associated with the client.
   Segment
   Indicate the segment associated with the client.

9. Select the Accounts tab and choose Add Accounts.

   - Added accounts now list in account number order.
   - Use Removed Selected to remove a listed account, if needed.

10. In the list of accounts, highlight the row of the primary account holder to designate as the client's primary contact, and select Make Primary Contact.

11. Select Save Client.

    If a primary contact was not designated, you are prompted to confirm whether to continue without the designation.

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