You can read more about Aero Advisor here.
- Click on the Aero Advisor menu then click Add New from the Managed Accounts screen.
- Fill out your client's Company Name and address information, choose the account size, choose a Library Option, and then click the Create button.
- The new account will be created, adding you as the first user. Note that you will be logged into the new Managed Account as a user.
- To log back into your original Aero account, simply switch accounts.
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