In the portal, you can choose to create either an Individual Client Account (which allows for one account and one login) or a Client Group (which allows for one account with multiple logins). Each login email address must be unique. This means that if clients, such as a husband and wife or partners, share an email address, they cannot be set up as a Client Group.
If clients cannot provide two unique email addresses, you can create one client (the primary) as an Individual Client Account. The partner or spouse can then be added as a Family Team Member (without a separate login). This way, they will be represented in the portal and can have ownership of wealth items assigned to them.
If a Client Group shares an email address, follow these steps to create the group in the portal.
To create an account for clients who share an email address:
1. Navigate to Clients> Client List> Add Clients> Add individual client
2. Add the primary client's name into the Client name field, along with their email address and click 'Add'.
3. Click on the 'viewing eye' next to the client's name within the Client list. This will take you into the client's portal.
4. Once in the client portal view, click 'Team'.
5. You will see the first client exists as the 'Owner' within the 'Family' section.
Now add each additional client as a Team member. Click '+Add'
6. Add each additional client/group member as a 'Child, dependant or other (no access)'
NOTE: the 'Relationship' field should be sent to 'Partner/Wife/Husband' to allow the function of digital forms to operate correctly so that the client is not duplicated.
7. Once all team members have been added, they will appear as individuals within the team.
NOTE: Only the 'Owner's name can be displayed in the Client list. If you would like both client names to be listed in the Client list, you will need to provide a second unique email address for client 2 so the account can be made into a Client Group
Now that your individuals are added, you can split the ownership of assets and liabilities as well as request eSignatures from both clients using single email address
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