Advisor and Broker Masters can create client account templates in Account Management to save and re-use application information for new client accounts. Client account templates let you enter information such as customer type, base currency and trading permissions, then quickly add that information to a client account application without having to re-enter the same information for multiple applications.
The Client Account Templates page lets you create, modify and delete client account templates. When you add client accounts from within Account Management using the Add an Account page, you will have the option of selecting a saved client account template, which will prepopulate a portion of the client account application.
Who Can Access the Client Account Templates Page?