Adding clients and FINTRAC

Owned by Holley Vosburgh
Last updated: Oct 15, 2020
2 min read

You can add your clients in NexOne Office from the following sections:

Please note that each file containing a yellow flag signals the agent to advise them that the FINTRAC is missing from their file.

 

 

After having found your listing or transaction, open the file with the pencil on the left side.

 

 

From there, scroll down to access the client section. If you need to add a client, click on

For a listing

 

For a transaction

 

You will then be brought to the clients space where you can add their information in the appropriate fields.

 

The fields marked by a red star are mandatory

Once you have added a client. You can complete their FINTRAC information by completing the following section.

Click within the blue space of the Document type, Reference, Expiration - Year, Expiration-Month or Don’t Know in order to fill out the information required.

 

If you want to add a FINTRAC to an existing client, simply click on the pencil in the client section. This will allow you to modify their information.