Overview

- Add accounts to a client relationship

Overview

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

At least 1 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. Choose 1 or more accounts and select Add. To add all listed accounts, choose Select All.

   - If multiple pages, you can add accounts from 1 page at a time.
   - To remove accounts, choose the accounts and select Remove.

3. Select Apply.

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