[Video] How to create a new client account

Learn how to create new client accounts.

How to create a new account

 

Create a new account under your main advisor account from your home page.

From the client details section, select "Add Client" to launch the new client modal.

Client information

Fill out the required client information and which plan the client account should fall under. For more information on client plans, reference our pricing page here

If applicable, set the trial period, then select "create"

Your new client will now appear under "Client details" and you should see a new account navigation avatar on the left-side menu.

Adding client logos to the navigation

From the client details section, select the default Malartu "U" logo to launch the file picker. From here, upload a square client logo (equal width and length dimensions).

After uploading, refresh your page and see the new logo in place on the left-side account navigation.

Repeat this process for as many clients as you'd like!

Note: adding new clients will affect your billing, you can monitor this from the Admin section of your top advisor account.

Switching between accounts

Seamlessly switch between your accounts on Malartu using the left-side account navigation.