The Client Library 6

• What is the Client Library?
• Is there a limit on the number of clients I can store in my Client Library?
• How do I access a client's reports?
• How do I delete a client from the Client Library?
• How do I add a client to the Client Library of another user within my account?

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The Investment Library 15

• VIDEO: The Investment Library
• What is the Investment Library?
• How do I add an investment to the Investment Library?
• How do I clone an existing investment?
• What risk rating should I apply to the investment?

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The Provider Library 9

• VIDEO: The Provider Library
• What is the Provider Library?
• How do I add a provider to the Provider Library?
• How do I link a custom provider to a recommendation section?
• How do I hide a provider?

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