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My FTB

December 12, 2016 • Lawrence Pon • Log In to Post Comments

How can I get a list of my clients on MyFTB?

 


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If you have fewer than 200 they should all show up. If you have more than 200, you need to do a search. I'm not sure you can pull up a list.

Larry, here is what I got from the FTB

 

With the January release, the Client List page is being enhanced for performance and usability. By default the Client List will display all active Individual clients. It will show 20 clients per page and have pagination to move to the next page for all clients of that client type selected. 

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