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Creating and viewing your clients' accounts

Here we explain how to create a new client, including producing illustrations and submitting new business for ISA and Investment Accounts. The videos also show you some useful hints and tips for customising your client dashboard and managing client details.

Creating a new client online

2-min watch

Client Summary and managing clients' details

5-min watch

Creating and managing ISA & Investment Accounts

5-min watch

Creating and Managing a Junior ISA

8-min watch

Retrieving an illustration and submitting

2-min watch