{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f00d874f5507452593098dd1ab7768f2\" frameborder=\"0\" width=\"1672\" height=\"1254\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1254,"width":1672,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1254,"thumbnail_width":1672,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/f00d874f5507452593098dd1ab7768f2-ff0f239cb8aa2853.gif","duration":322.776,"title":"Creating an AUM Account in LeadCenter","description":"In this video, I walk you through the process of creating an AOM account for a contact in LeadCenter, either from the contacts page or the pipeline page. I demonstrate how to select custodians, enter engagement and application sign dates, and set the account as a vending account before it's funded. Once the account is funded, I explain how to edit the account status to issued, enter an account number, and ensure proper syncing with custodians. I also touch on how advisor fees are calculated based on commission plans. Please follow along and make sure to track AOM accounts accurately in LeadCenter."}