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MARY SMITH Accounts help

Rename
Address  
Total Value: $832,658.40
As of
a
s
View: Show Zero-Balance Accounts
sRename Client
sChange the Client Name that displays in Vision. The Last Name/Company   and address are used to define a household.
 
sFirst Name:
*Last Name/Company:
MI:
Suffix:
s
s* Required Field
donescancels
   
sClient Address
X
 
1024 N. WORNALL ROAD
 
 
ANYTOWN, KS 66018
 
       
       
 
s
sAccount # Fund
Code
s Investment Description  sRegistrations Sharess $ Prices Values   
sBIN

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