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Money Manager Administration

1. From the main menu, click Settings > Account Settings. The Money Manager Administration page opens.
2. A list of money managers appears.

View Application Information

1. From the Money Manager Administration page, click the Information "i" icon next to a client account.



2. Click Close to return to the previous screen.

Remove a Money Manager

1. From the Money Manager Administration page, click the Remove "X" icon next to a client account.



2. Click Yes to remove the money manager or click No to return to the previous screen.

Add Money Managers

1. From the Money Manager Administration page, click the Add "+" icon.

The Create, Move, Link or Partition an Account page opens.

2. For more information about these options, refer to Create, Move, Link or Partition an Account.

Add Client Accounts

1. From the Money Manager Administration page, next to an applicant, select the Configure icon.
2. Click Add Client Accounts.



3. Click Add/Edit Account(s).
4. Click Continue.

Remove Client Accounts

1. Next to an applicant, select the Configure icon.
2. Click Remove Client Accounts.

Set Up a Default Fee Template

1. Next to an applicant, select the Configure icon.
2. Click Default Fee Template.