Adding a GIA to a joint client | Scribe

    Adding a GIA to a joint client

    • Gareth Thompson |
    • 7 steps |
    • 16 seconds
    1
    Navigate to [https://app.plannrcrm.com/clients](https://app.plannrcrm.com/clients)
    2
    Find the joint client that you would like to load the GIA into.
    3
    Click "Add New" towards the top right.
    4
    Click "Plan"
    5
    Click this dropdown and select "Investment"
    6
    Click the "Plan Type" dropdown and select "General Investment Account"
    7
    That's it, you can populate the rest of the plan information as you would do normally 🎉