How to Add a Client in Envestnet Payments

How to Add a Client in Envestnet Payments

  1. Navigate to “Clients” page on the left-hand menu

  1. Click "Add Client"

  1. Add "General Information"

  1. Add "Billing Address" and "Mailing Address"
    1. Check the box "Same as billing address" to copy information for mailing address

  1. Click "Save"
You will receive a confirmation that the client has been successfully created, you can now hit the "Ok, Got it" button and repeat the steps to add another client
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