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Track accounts you already have. Do not enter account numbers or login details.
Upload a PDF or video, or save an assistance link. This resource belongs to the selected client.
This resource will appear beside matching assessment items and recommendations.
Check the period, currency, deposits, balances and counts against your original bank statement. Missing figures remain unknown.
This removes the resource from the library and its connected checklist lessons. The uploaded file will also be deleted unless another resource uses it. This action cannot be undone.