T R A I N I N G GU I D E 3
Getting Started
From your homepage, select the Business drop-down menu, and under Actions, select Open New Account. If you
are on the Pending Accounts page, select Start New Account.
Once you have selected Open New Account or Start New Account, you will be taken to the new account
worksheet. The left side of the page will shade out, while account options will show up on the right side. These
options will include New Account, Blank Forms and Preassigned Account Number.
The New Account tab supports Digital Account Open in which preassigned account numbers are provided
automatically. All information can be entered into seiadvisorcenter.com rather than a form. Data validations will
be applied and e-signature may be used. The Blank Forms and Preassigned Account Number work together. If
you are choosing a blank form, you may optionally generate a preassigned account number.
New Account
Select an account type and the system will ask you for the Primary Account Owner. If you start to type in a client's
name, the Smart Search will search the system for an existing client. If there is an existing client name available,
you can select that client name. Otherwise, you can create a new client.
Steps To Open a New Account
