Account Role, Overview
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Account Roles define the role that Clients perform on an Account and show whether that Client is the Owner of the Debt, Owner of the Investment, Guaranteeing it for someone else or involved in the Account in a secondary role and not necessarily liable for the funds.

Account Roles will only be available for use on an Account after setting them as Available on the relevant Product Type.

To open the Account Roles form, from the Admin menu, click Account Roles.

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