To receive clients matched to your needs, you need to set up your client preferences.
To do this, log in to your dashboard. From here, click ‘Branches’ from the left-hand navigation.
For the branch you want to set up client preferences for, select ‘Actions’ on the right-hand side of that branch. From the dropdown select ‘Manage branch’, taking you to the branch editing page.
Here you can choose your client preferences, such as your preferred minimum wealth value and advice options.