Overview

- Add Accounts to a Client Relationship

Overview

Add up to 2000 accounts of your authorized accounts to a client relationship. You can use either a basic or an advanced search to locate the accounts.

At least one account must be designated to create a client.

Add Accounts to a Client Relationship

1. Search for Accounts.
   or
   Search Using Advanced Criteria.

   - Results display on the Add Accounts window.
   - If more than 50 matching accounts result, pagination occurs.

2. Select or highlight one or more accounts, and select Add.
   or
   Choose Select All to add all listed accounts.

   - If multiple pages, you can add accounts from one page at a time.
   - To remove accounts, choose the accounts and select Remove.
   - Repeat from step 1 to continue searching for and adding accounts.

3. Select Apply.

996596.1.0