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How to Add a Client Account

Last Updated: 8/20/2025

Accounts in Mod Advisor can be easily created in two ways.

  1. Import a bureau report and the account will automatically be created.
  2. Navigate to Manage Accounts on the left menu which will take you to the Accounts Screen
    • Click the + sign located in the top right green header.
    • A pop up will appear for the entry of information on the new account

Here is a video.