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If you are an employee of a Financial Advisory Firm, the Canopy Team will set up Partner and Partner Admin Accounts, and provide log in details to you.
For Partner Admins
When you log in to Engine site, you may start to create your User Account.
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3. Once you are done, hit 
. A A pop up confirmation appears, hit OK.
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You have successfully created an account! You will now see this account in your Accounts view.
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