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Advisor/Fund Investment Manager Client Templates

If you are an Advisor Master or Fund Investment Manager, you can create, modify and delete re-usable client account templates.

To create a client account template for advisor clients

  1. Click Manage Clients > Create and Link Accounts > Create > Client Account Templates.
    Fund Investment Managers click Manage Funds >  Create > Client Account Templates.
  2. In the Pick template list, click Create.

  1. In the new Template name field, type the name of the template.
  2. In the Customer Type list, select a customer type (Individual, Joint, IRA, Trust or Organization).
  3. In the Base Currency list, select the base currency for the client account.
  4. In the Funding Type list, select the type of deposit that will be used to fund client accounts using this template.
  5. In the Margin list, select the type of margin account (Reg T for a Margin account, Cash for a Cash account, Portfolio for a Portfolio Margin account or Guaranteed Dollars and/or Cash Collateral).

The following screen displays the available Trading Permissions for the selected Margin account type.

  1. Select the trading permissions by clicking the appropriate check boxes, then click Continue.

Note that you use this screen the same way you use the Trading Permissions page in the Manage Account > Trade Configuration > Permissions menu.

  1. Complete the Investment Objectives and Intended Purpose of Trading, Investment Experience and Financial Information sections on the next page. You can skip any individual section on this page by clicking the Skip button, or you can omit all of this information from the client account template by clicking Skip All at the bottom of the page. Click Continue to go to the next page, Back to go back to the previous page or Delete to delete the current template.

  1. Select the advisor fee methodology by clicking the appropriate radio button, then click Continue.

Note that this page is identical to the Client Fees page for advisors in the Manage Clients > Fees > Configure menu.

  1. Verify that all the information in the client template is correct, then click Save.

If any information is incorrect, click Back, then modify the information as required and click Continue until you return to the verification page.

When you begin the process of adding a new client account, you will be able to select your saved client account template.

To modify an existing client account template

  1. Click Manage Clients > Create and Link Accounts > Create > Client Account Templates.
  2. In the Pick template list, click the existing template you want to modify.
  3. Make changes as required, clicking Continue to advance through the pages.
  4. Verify that all the information in the client template is correct, then click Save.

To delete an existing client account template

  1. Click Manage Clients > Create and Link Accounts > Create > Client Account Templates.
  2. In the Pick template list, click the existing template you want to delete.
  3. Click Delete, then click OK.

The template is deleted.