Submitting Forms on Behalf of Clients

Submitting Forms on Behalf of Clients

In some cases, it may be beneficial for Advisers and Adviser Administrators to sign and submit forms on behalf of a client if a physical form has already been signed.

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:


To sign in as the client and view their Private Client record, click on the piggy-bank icon in the 'Links' section to the left-hand side of the screen: 


Alternatively, you can also use the 'Sign in' button to the right-hand side of the screen:


Step 3:

Signing in as the client will take you to their 'Plans' page by default. The 'Forms' page can be found using the Navigation Bar on the left-hand side of the screen:


Once you have located the form, click on the pencil icon to edit the form:


Step 4:

Once all mandatory fields have been completed on the form, you will be able type or draw a signature and submit the form:


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