The fourth step of the Nexus plan wizard is where you can add your client's investment accounts.
If you are creating their Financial Profile, you will most likely be adding Actual Accounts (accounts that the client currently holds today). If you are creating a Proposal Plan, you may wish to add Planned Accounts (suggested accounts that do not currently exist outside of Nexus). You can find out more about Actual vs. Planned accounts here.
You can add as many accounts as you would like, there is no limit.
Once you have pressed the 'Set up New Account' button, the following modal will appear. This modal allows you to choose the Tax Type (Taxable, Pre-Tax, or Tax-Free) and Account Type that you would like to set up. The modal will also ask you to indicate if this is an actual account or a planned account.
After you press 'Confirm Selection' you will be able to enter the account details in the form below. You can choose the account owner (the client or co-client), add a custom nickname for the account, enter the account value, and for taxable accounts you must add the cost basis.
You are also able to set the account allocation as seen below.
You can also add transfers or contributions to an account. Transfers and Contributions are covered in detail here.
Once you have added all required accounts and have made sure to properly save all entries, you can proceed to the next step using the 'Next' button. You can also press 'Exit Workflow' to either discard unsaved changes or save your changes and continue to create this plan at a later time.