Add a new Company

 When you have a new client that is a company you can simply add them to adviser cloud following the steps shown below.

 

Click Companies tab on bottom of Adviser Cloud screen

 

Click New Company Button

The screen below will be displayed - complete all relevant fields.


Click Green Save button to add the new Company to the Adviser Cloud system.

 

 

Search for a Company

 

If you wish to Search for a company to check if they already exist use the search function as shown below.

Enter name of company and click Submit button.

A List of possible results will be displayed as shown below.

 

 companies_search_list.PNG

 

 

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk