1. Click into the client page under client management

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  1. Scroll down and select task

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  1. Select Account Confirmation

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  1. Click "Select...”

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  1. Choose the type of custodian onboarding

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  1. Select whether the client is subject to any restrictive covenants.

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  1. Click "Continue”

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  1. Select the Account Owner

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  1. Add the Account Type & Account Number of the account being brought over

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  1. Note - if there is more than one account, you will select "Add Account" and follow the same process to add accounts