Creating a Private Client

Creating a Private Client

Info
Before creating a Private Client, you must first create an Admin User, Adviser Company and an Adviser, for information on how to do this please read: Creating an Admin User, Creating an Adviser Company & Creating an Adviser

Step 1:

Open the Navigation Bar and click on 'Clients', then from the dropdown menu, select 'Private Clients': 

Step 2:

This will take you to the 'Private Clients' page. Here you can search for clients by their name and/or email address:

Step 3:

Click on the 'Add New' button in the top right-hand corner of the Portal screen: 

Step 4:

Add the Private Client's details to the Private Client Record:



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