FR
You can add your clients and their FINTRAC information in NexOne Office from the Listings or Transactions sections on the left-hand menu:
Note that the files with a yellow flag indicates to the broker that FINTRAC information is missing from the file.
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FINTRAC information on the customer’s page will only be available to the customer you represent. If this section is not available, please ensure that you are added to the broker’s section. |
Once you have found your Listing or transaction, select it using the yellow pencil to the left of the file to open it.
Scroll down to the Clients section or click the Clients tab at the top of the page.
New
...
Client:
If you need to add a client, click: + Add Client.
You can now enter the
...
clients information on their profile page.
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Highlighted fields are mandatory. |
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After entering the email address, click +Add |
When you add a customer, you can also add FINTRAC information by completing the FINTRAC Info section of the profile page.
If you want to add FINTRAC information to an existing customer, please click on the yellow pencil on the customer’s left in the customer section of your file. This will allow you to edit the customer’s profile and enter FINTRAC information.
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Remember to save the information by clicking the Save and Close button at the top of the page. |
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DONE |
