How to Add Held-away Accounts to BillFin
The following steps walkthrough how to setup new clients and accounts that are not available to be synced into BillFin from one of our connectors. If users have established a data share with one of our connectors, we highly suggest you DO NOT create new accounts manually. Instead new accounts with one of our data partners should be synced in and assigned. Follow this link for steps and information on how to sync in and assign new account(s) to a new or existing client.
If the accounts are not available to be synced in from a data connector, continue to follow the steps below.
Adding Heldaway Accounts to BillFin:
You must create the new Custodian if it does not already exist in BillFin. Follow the instructions below to setup a new custodian.
Note* If custodian is already setup, please skip to the next section.
- Click on the gear icon in the top right next to your name
- Click on Custodians
- Click on Add A Custodian
- Enter the custodian name in the popup box
- Click Save
How to manually create a new client:
If client is already existing in BillFin, please skip to the next section.
- Navigate to the clients page
- Click "Add Client"
a slideout will appear
- Setup client name, advisor, rules
Note* clients will by default use the firm level rules
- Save
How to manually create a new account:
- Navigate to the clients page
- Hover over the pencil next to the client where the new account belongs and click "Add New Account"
- Fill in the account information
- Fill in the billing information
- Fill in the payment information
Note* This must be filled out for the account to have fees debited. If the client is set to pay-by-check, users will not see this section and can skip to the next step
- Save