Adding clients and FINTRAC
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.
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After having found your listing or transaction, open the file with the pencil on the left side.
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From there, scroll down to access the client section. If you need to add a client, click on
For a listing
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For a transaction
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You will then be brought to the clients space where you can add their information in the appropriate fields.
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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.
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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.
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