Create a New DFM

Click on the New DFM button to create a new DFM User

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Enter the details for the DFM user

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IFA Firms

Use the IFA Firms drop down to select the firms that authorise access for the DFM

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The user can select one, multiple or use the check all check box to select all firms. The use can also use the search box to search and select firms.

Once the teams are select, they will be displayed in the IFA box.

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After completing the other user details, click the Create DFM button to create the DFM.

The DFM will be shown in the DFM section

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.