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Complete MSA - Broker

Once a new client is added, they will be sent a BerniePortal master subscription agreement (MSA) form to the email provided in the “Add a client” steps.


Step 1: Basic client information needs to be verified by the client before proceeding.




Step 2: Have clients review their order form (available to download in PDF form).




Step 3: Once everything is reviewed and ready to go, click the MSA agreement box and sign below.







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