From the client menu, click on Register of Members.
A list of current members will be displayed.
To add an entity to the list, click on “ADD ENTITY AS MEMBER” button link.
The next screen will show you a list of entities from your library.
If you see the message “No entities found! Add one now.”, you need to add at least 1 entity into your library to proceed.
From the list of entity names, click on any row to proceed.
A confirmation popup with the prompt “Add this person as a member to this client?” appears. Click OK to continue.
Next screen will allow the Cosec to choose which Residential address and Service address that were registered with this person to be used as Shareholder’s information to this client.
After you have done with the selection, click on “Add Shareholder”.
The page redirects back to the Register of Members page with the name of the new shareholder appearing in the list.
