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Client Menu
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Register of Members
- Register A Client as Member
- rom the client menu, click on Register of Members.
- A list of current members will be displayed.
- To add an existing client to the list, click on “ADD CLIENT AS MEMBER” button link.
- The next screen will show your existing clients if any.
- Click on any of client names.
- A prompt will ask to confirm to add the client.
- Click OK and on the next screen it will display the client name and incorporation date to confirm.
- Click on the button “Add Shareholder” to continue.
- The page will now redirect back to the Register of Members page but will now include the newly added client as a member.