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How to Add Multiple Contacts to an Investor Profile - PDF

How to Add Multiple Contacts to An Investor Profile
(Updated 03/19/2019)

Step 1: Click the CRM tab on the top of the screen. Click Contacts. Click + Add Contact at the top right. If you want to connect a contact to an existing profile, skip to Step 3.

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Step 2: Choose the Investor Type (options include Individual, Joint Account, Entity, Self Directed IRA, Trust). Complete the required fields. If you would like to include a Responsible Party or an Additional Investment Entity (if applicable), add the desired party. If you choose to link a responsible party/investment entity, you can check if you would like to share all communications with this profile. You can modify these options in the Connections tab within a contact’s profile. Click Save.

Responsible Party: Has full dashboard and document access as well as the ability to update profile information and place an investment within IMS.

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Step 3: If you added a responsible party, that user will be connected with the newly added contact. To add more connections, make sure you are on the contact’s connections tab. Click + Add Connection to the section “Contacts with access to [contact name]’s profile”.

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Step 4: Choose the desired profile. Check the box if you would like to add this contact as a responsible party for this profile (if not, contact will be View Only). Toggle share communication options if needed. Click Save.

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Step 5: You will see your newly connected contact in the list.

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Step 6: If you would like to add a Relationship Manager (any internal Team Member) to this contact, click + Add Connection under the Relationship Manager section.

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Step 7: Choose the Team Member as the Relationship Manager, choose the Relationship (Primary or Secondary), then choose the Relationship Manager Tags (Relationship Manager, Asset Manager, Advisor, Investor Relations, Broker). Click Save.

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You’ll see the Relationship Manager added to the list.

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