1. Log into AdvisorSpace https://advisorspace.assetdedication.com
2. Go to "Settings > Billing Groups"
3. Click on the new account
4. Input the requested information and click save
1. Log into AdvisorSpace https://advisorspace.assetdedication.com
2. Go to "Settings > Billing Groups"
3. Click on the new account
4. Input the requested information and click save