1) In the broker portal in the Client section, you will see two buttons to the top right called Import Clients and Add Existing Client.

2) To add existing client, you can click here and complete the client’s information and then add.

3) If you have a few clients to add the better option would be to import via the Import Clients button this will allow you to import the data via a CSV file, Note: ensure that you have all the client data that you require in the CSV file.

If you have any questions do not hesitate to contact us at support@effi.com.au.

Get easier, faster access to Effi when it's on your phone. Grab an app!

Did this answer your question?