T R A I N I N G GU I D E 4
If you type in only one part of the name, it will default to the First Name. The user can modify this.
Fill out the rest of the client's name and select the Primary Advisor and, if applicable, the Office Location.
Next, you will select the type of investment strategy the account will have. If your firm has access to custom strategies,
you will see an option named after your firm. For now, Managed Account Solutions, Distribution Focused Strategies
and Custom High-Net-Worth are not available.
To continue, select Create Account. This will generate a preassigned account number.
