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Semi-Electronic Advisor Client Applications

If you are an Advisor Master User you can add an account using a semi-electronic application.

To start a semi-electronic application

  1. From the Contacts tab in the CRM home dashboard click the document icon Send Application Invite.

  1. Select Semi Electronic Application type, then click Proceed To Application.

The first page of the electronic registration system appears.

  1. Follow the instructions on the screen to complete the electronic application. Your progress during the process is displayed in the left pane, showing you the steps you have completed and the steps you have yet to complete.
  2. When you have completed the electronic application process, print the completed application and send it to your client for his or her signature.