• Overview
  • Setting up a client
  • Maintaining a client
  • Transactions
  • Closing an account
  • Reporting
  • System administration

Setting up a client

The "Client Setup Wizard" makes adding a new client quick and easy.

Screen shot of Clients' Monies Service system, depicting the Client Setup Wizard start screen
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Contact your relationship manager to apply for Clients' Monies Service

Please read Legal Information

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