video1.0<iframe src="https://www.loom.com/embed/f00d874f5507452593098dd1ab7768f2" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/f00d874f5507452593098dd1ab7768f2-ff0f239cb8aa2853.gif322.776In 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.