Add New Investors

An Investor profile must be created in the portal before any contacts and funds can be assigned to the investor. In cases where an investor is a pension fund and there are multiple contacts that will need access to the investment, admins can assign contacts to investors in bulk once the investor is added to the portal.

NOTE: Formerly, these were managed using Linked accounts to allow multiple contacts, such as unit holders or members of a trust, to access the investor's investments through the portal.

Add a Single Investor

  1. Select Investors from the main menu.

  2. Click on +Add button.


  3. Enter the investor Name and complete the remaining fields as needed. *Ensure that the Name, Address, and SSN fields are all completed.
  4. Click Save.

Add Contacts to an Investor

Once the investor is created, admins can begin adding contacts to the investor.

  1. From the related Investor page, click on Edit.
  2. Scroll down to the Contacts section.
  3. Click the +Add Contact button.
  4. Use the Contact menu to select the contact you want to add. If they are a primary owner, check the box.
  5. Click Save.

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NOTE: The Investor must be created before adding a contact.

Bulk Add Investors

  1. From the Investors tab, click on the Download button and select the preferred template type: XLSX, CSV to download the template.

    Click to view larger version

  2. On the downloaded template, add the investors you want to bulk add to the portal.
    1. Investor ID should be left blank
    2. Investor Name is mandatory
    3. Everything else is optional
  3. Click the Upload button when ready to bulk add the investors using the completed template.

TIP: Contact Client Success if you need assistance updating contact assignments in bulk.