![](https://cdn.prod.website-files.com/5dfab795d6da9679efa843eb/5e21485a55fb420f2e9c043d_clients_share_email.png)
1. Select your client, & from the dropdown box, select ‘Add Entity’
2. Add their associated person’s details, press ‘Save’
3. Then select your client again, & ‘Accredit Client’ from the dropdown list
4. Now make your electronic declaration, & click ‘Accredit’
Your client is now certified & can make investments