Clients

Manage client accounts

Add Client
Account # Name Email Phone Financial Advisor Active Loans Status
MS-001-44821 James Henderson j.henderson@email.com (305) 555-0101 Robert Chen 2 Active
MS-002-77953 Patricia Nakamura p.nakamura@email.com (305) 555-0202 Robert Chen 1 Active
MS-004-38564 Diana Okafor d.okafor@email.com (305) 555-0404 Sarah Williams 1 Active
MS-003-61287 Carlos Rivera c.rivera@email.com (786) 555-0303 Sarah Williams 1 Active
MS-005-92710 William Thornton w.thornton@email.com (954) 555-0505 Robert Chen 1 Active