(For investment managers using NSFX Client Manager)
How do I get my clients set up?
First, you need to Sign up with the NSFX Client Manager,
Each client must receive an invitation from you that introduces NSFX Manager and provides a Link for them to start the registration process. This Link was provided to you in the registration email when you activated your NSFX Client Manager account,
Instructions are provided in the invitation to help your clients get started,
You or your client must send a signed Power of Attorney (POA) to NSFX,
Your client will not be able to allocate funds until this document is processed by NSFX,
You and your client will receive an email letting you know when this process is complete,
Your clients must open an NSFX account and transfer their funds to an unallocated account are available to help them get started.