Can I prepopulate a client's application?

Yes, you can prepopulate a client's application. From the Dashboard, go to Contacts & Accounts and click Add Account. Under Application Type, select the radio button for a Semi Electronic Application.

The client will receive an email containing a link to an electronic application. If the client initiates an Individual account application, the application will be prepopulated with the information stored in the CRM prospect record.

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How do I invite prospective clients to open an account?
Can I upgrade my individual account to an advisor account?
How can I generate a copy of the client's application?