Confirm your workspace before creating a client. The client belongs to the selected workspace.
Create the record
Open Clients → Add Client, or begin from Onboard new client.
Enter the client's first name, last name, and email address.
Review the values and select Add Client in the dialog.
Open the new client from the client list.
The email must be valid and unique among active client records in the workspace. If a duplicate is reported, search the client list before creating another record. If a billing prompt appears, have an admin review the workspace's current subscription and usage.
Complete Profile
Select Profile. Review client details and add a co-client where needed. Then enter income, expenses, the balance sheet, stock assumptions, and tax information.
Use Add income, Prepare tax inputs, and Company and state history for the detailed steps.
Add equity and plan
Add the company if needed, then add equity. Review the Analysis and Equity tabs before creating a plan.
Creating an advisor-side client record is separate from inviting the client to the portal. Review the portal email and enabled sections when you are ready to invite them.
For multiple clients, use Import client data.