Before following the steps below, make sure you have first gathered your clients or prospects Held-Away accounts from their respective financial institutions.
Please see the article: Quovo (Step 1) - Gather your Client's Held-Away Accounts
See also: Quovo - Using the Prospect Tool to Gather Held-Away Accounts
How to Import Held-Away Accounts to the Client's Profile
1. Must first have Held-Away Accounts uploaded into inStream (see article above)
2. Go to the client's Profile > Finances > Select the Accounts sub-tab > then click + Add New Account
3. Click on Account Aggregation
4. Select the account(s) you want to import into the profile and then select +Import
Note: Negative account balances will not be used in the plan
5. Accounts will now show under your client's Profile and can be used to create Plans
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