Advisor Flipbooks

Client Acquisition and Review Guide

Issue link: https://info.seic.com/i/1456614

Contents of this Issue

Navigation

Page 17 of 22

T R A I N I N G GU I D E 18 Once you select an application type, related forms will be displayed under the Application Types section. Once you have selected the Additional Forms you want as part of your packet, select Generate Documents to have your PDF packet created. Note that for the time being, PDFs are editable in browsers such as Google Chrome and Microsoft Edge. Do not use Adobe to edit PDFs.

Articles in this issue

view archives of Advisor Flipbooks - Client Acquisition and Review Guide