Client Files
Signed mandates, request activity, captured information, and account status management.
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Client
Email
Mandate
Latest Request
Portal Account
Actions
Client Profile
Close
Client Information
Portal Account
Select deactivation reason
Deceased
Cancelled
Unreachable
Deactivate Account
Reactivate Account
Use this when client cancelled, is deceased, or cannot be reached.
Request History
Captured Data (Raw)