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Debit Card For  Advisor Clients

Advisors can enable debit card applications in Account Management for their clients.

ClosedWho can access the Debit Card for Clients page in the Manage Clients menu?

You can access this page if you are a Financial Advisor with Advisor Clients.

To enable Debit Card for Clients

  1. Click Settings > Account Settings > Debitcard Signup for Clients.
  2. Select the Yestoggle button.
  3. Click Save.