Creating new client within an RIA firm ( A Guide)

Creating a New User Account for Advisors

As an advisor, you can easily create new user accounts for managing client assets on our website. Follow the steps below to complete the client information and set up their account:

Step-by-Step Instructions:

1. Access the "Create" Button: Once you log in as an advisor, you'll find the blue "CREATE" button in the navigation bar at the top right hand side of the page. Click on this button to initiate the user account creation process.

2. Select "New Client": From the options presented, choose "New Client" to create an account for your private client.

   Enter Client Information: You will be directed to a form where you can enter the necessary client information. We make this simple and only require 2 fields

   • Client Legal Name: Enter the primary entity that you manage on behalf of your client. This could be a real person or legal entity

   • Email Address (Optional): If your client wishes to have an email associated with their account, enter it here. Note that for clients which you wish to manage their experience in another platform - please select "No Client Access"

     
     

If in the future, you chose to give the client access to their ledger or document store on distributary you can simple add their enable and enable client access at any time.

Remember to handle client data responsibly and securely. Ensure that all client information is treated with confidentiality and protected from unauthorized access. If you encounter any issues during the account creation process or have questions about managing client accounts, please reach out to support@distributary.io