Add a client FINTRAC information.

Owned by rlounis (Unlicensed)
Last updated: Feb 10, 2020
3 min read

 

Step 1: In the Nexone Office Dashboard, select «Listings» from the list on the left of the screen.

 

 

Step 2: On the Listings Dashboard, press on «Kits». The Kits menu showcases all your listings.

 

 

Step 3: Press on the pencil aligned next to the desired kit.

 

 

Step 4: Scroll down to the Clients section and press on the pencil aligned to the appropriate client.

 

 

Step 5: Scroll down to the FINTRAC Information section and select the client’s Date of Birth.

 

 

Step 6: Select the Document Type you will use for the FINTRAC.

You can choose from the following documents:

  • Health Insurance ID

  • Social Insurance Number

  • Passport

  • Driver’s License

  • Residence Card

  • Other

 

 

Step 7: Enter the document’s reference number and expiration date, if applicable.

 

 

Step 6: Press on «Save and Close» on top of the screen to complete the customer addition.

 

 

 

Congratulations on adding a client’s FINTRAC Information.