Client Packet - Creating a Case

Client Packet - Creating a Case

Below are the steps to creating a New Case in the Portal when you have a Client Packet to upload. 

1. To the right of the Home Page, click on Create a Case



2. Complete the sections to Submit a Case. 
      - Subject: Last, First - Registration Type - Client Packet 
      - Case Type: Investor Account
      - Case Sub Type: Account Maintenance
      - Case Action: Client Packet



            - Complete the Investor Account Details for the specific account you are submitting. (One Case per Account Number)



3. Description: Please process the attached Client Packet. 

4. Click on Attach a File in red. Upload the client packet. 

5. You can CC anyone that you may need to here. 

6. Choose Submit




7. You will receive an email confirmation that the case has been created. 

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