Click "Create LPOA" on the hub
When we click the "create LPOA" button on the hub, we must fill out the field below.
- Attorney
- Account number
- Performance fee percentage
Once created, we will receive an email.
The client must log in to their hub and go to their "profile".
From there, they can see the LPOA. When opened, it looks like this.
After the signing of the LPOA, this is how it looks on the client's end.
Internally, we will see this note on the hub.
