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30475 S Whom Road
Suite 100
Whom MI, 48393
800.423.8100Setting up Your Client Access Licenses
This document will assist you in setting up, and getting your new client computers registered, activated1,
and
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How to fill out setting up your client
01
Step 1: Begin by accessing your client's settings page.
02
Step 2: Look for the 'Setup' section and click on it to expand.
03
Step 3: In the setup section, you will find various options for customizing your client's preferences.
04
Step 4: Start by filling out the basic information like the client's name, contact details, and address.
05
Step 5: Proceed to fill out the more detailed sections like payment settings, billing preferences, and communication options.
06
Step 6: Ensure you save the changes after filling out each section.
07
Step 7: Once all the necessary settings are filled out, review them carefully to avoid any errors.
08
Step 8: Finally, click on the 'Finish' or 'Save' button to complete the setup process.
Who needs setting up your client?
01
Anyone who wants to customize their client's preferences and settings.
02
Business owners who need to setup their client's profile.
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Service providers who want to personalize the experience for their clients.
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Individuals or organizations who require a detailed and customized client setup.
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What is setting up your client?
Setting up your client involves gathering all necessary information and documentation to establish a relationship and provide services to a new client.
Who is required to file setting up your client?
Usually, the designated representative or account manager in charge of the client's account is responsible for setting up the client.
How to fill out setting up your client?
To fill out setting up your client, you need to collect personal details, contact information, financial information, and any specific requirements or preferences the client may have.
What is the purpose of setting up your client?
The purpose of setting up your client is to establish a professional relationship, understand their needs and expectations, and provide tailored services to meet their goals.
What information must be reported on setting up your client?
Information such as client's name, contact details, financial information, investment goals, risk tolerance, and any legal or regulatory requirements must be reported on setting up your client.
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