Messer Financial Group

In that view, click on UPLOAD CLIENT LIST.

1. Click on the CLIENTS tab.
2. Select VIEW CLIENT LIST.
3. In that view, click on UPLOAD CLIENT LIST.

A link to download the Client Import Template

Instructions on how to complete and upload your file

- A link to download the Client Import Template
- Instructions on how to complete and upload your file

Follow the prompts to complete your upload.

How to Upload My Client List in My MFG

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