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Welcome to Confirmation, part of Thomson Reuters! This video will show you how to add accounts to an existing client within Confirmation. To begin, select the Add Client Accounts link located in the quick links area of the main dashboard. To choose the client that you're looking to add accounts for, select them from the available list or type the client name in the search area and select search. If your client isn't listed, you may need to start by adding a new client. For more information on adding a new client, refer to the Step 1: Adding a New Client tutorial within the Help Center. Select the client you wish to add accounts for from the available list. Once you have the right client, select the appropriate account type from the available categories. We'll choose financial for this example since we want to add an asset account held at the bank. Next, you'll wanna find the responder associated with the account you're adding. To do this, type the name of the responder in the search...
