I added a client through Add Client, is that the same as opening an account on the Partner Portal?
No. Add Client creates a lead. The client still needs to complete the account opening form and KYC. Their account is open only once all steps are done and verified.
Where to find it: Leads > Active Leads
Key points
- Track their progress in Leads using the Form Completion and Form Status columns.
- Share the Complete your application link with the client if they need to finish their form.
- Once the account is opened, the client appears in your Clients list.
Still have questions? We've got you
Just raise a ticket and our support team will get back to you with exactly what you need.