---
title: Invite and onboard new clients
description: Add new investors
---

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# Invite and onboard new clients

 

 

You Account Manager, should have have been shared with you the link you can use to onboard new client. It should look something like this:

 

***https://account.aetrust.com/auth/login?repId=00000***

 

If you don't have that link, please reach out to [success@aetrust.com](mailto:success@aetrust.com) and we will give you a new link.

 

You can send your Clients this link, and after they click it, it will walk them through providing all the information necessary.

 

<iframe width="640" height="360" src="https://www.loom.com/embed/38e1aedb28954efda28c57736e195484" allowfullscreen></iframe>

 

Watch the video above, as it will show you step by step what your client will see during onboarding.

 

*Client only only need to open their first account using this form, any additional account can be opened through the portal.* 

 

Here is a list of information that a new client will have to provide:

1. Account type
2. SSN
3. Username
4. Valid email address
5. Password
6. Contact information
7. DOB
8. Marital status
9. Driver's license info
10. Photo id

 

 

### Form Screen 1 - Account Info

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.53.00_AM.png)

 

### Form Screen 2 - Contact Information

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.53.39_AM.png)

 

### Form Screen 3 - Id Information

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.54.03_AM.png)

 

### Form Screen 4 - Photo Id

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.54.32_AM.png)

 

### Form Screen 5 - Terms & Conditions

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.54.51_AM.png)

 

### Form Screen 6 - Review

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.54.59_AM.png)

 

### Form Screen 7 - Account Pending

![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2021-01-04_at_7.55.10_AM.png)

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