Summary

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Details

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Parent

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	1	+Everest User Manuals.10\. Investments.WebHome

Content

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39	39	(% style="text-align:center" %)
40	40	[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]]
41	41
42		-(% style="break-before: page %)
	42	+
43	43	**Client Menu** - Select “**Investment Policies**”
44	44
45	45	(% style="text-align:center" %)
46	46	[[image:1630406717304-934.png]]
47	47
48		-
	48	+(% style="break-before: page" %)
49	49	**Client Investment Policies** - A list of Investment Policies already loaded is displayed.
50	50
51	51	Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.