Asset information for business parties (form)

Martin Kelly

August 10, 2022 18:19 Updated

Click Client administration > Clients. On the Clients list, select and open a client and then click Assets.

Navigating the form

The following table provides descriptions for the controls in this tab.

Tabs	Description
General	Here you can enter general information regarding the business party.
Accounts	Manage a business party's financial accounts here.
Fixed assets	Keep track of a business party's acquired assets here.
Fund dividend preferences	Review which mutual fund securities are held and their dividend preferences.