This will send a client profile to the clients email address, it is highly recommended that you walk the client through the completion process. Once the client completes the profile you will need to sign off before it is released to the company.

You will complete the client profile on behalf of your client. Once completed your client will be sent a copy to the email address entered to sign off on the information entered, it is highly recommended that you walk the client through the completion process. The client needs to sign off before it is released to the company.