Setting up a client

  • Up to 6 mailing adresses (3 direct to the client and 3 direct to the customer) can be recorded for each client
  • If you require bank statements to be sent automatically to your clients, select the "mailing address" as an option against each specific client
Screen shot of Clients' Monies Service system, depicting the Client Setup Wizard gathering the primary address
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Contact your relationship manager to apply for Clients' Monies Service