Client Management           Master Account Management                     Converting a Customer to a Master Account

Converting a Customer to a Master Account (continued)

5.  The Master Account Customer Explorer will be displayed.  You may begin entering additional Subaccounts for the Master Account.  This process is described under the heading of Adding New Subaccounts.

The final optional but recommended step is to set up default rates to be used when creating new Recurring Lines for a Subaccount. Follow the link for Setting up Master Account RMR Rates.

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