How can we help?

🎬 Adding an Entity to a Contact

Overview:

How to associate an entity with an individual and how to share communications with all responsible parties of the contact. 

Step by Step:

From the admin portal > go to the CRM dropdown menu > select contacts > hit the add contact button in top right corner > change investor type to individual if not already, type in individual’s name and contact information > press save. Select the add contact button in the top right corner again > change investor type to entity/trust/joint account/IRA from dropdown menu > enter information into the textboxes > select a responsibly party for this > click save. From the profile page of the contact you just added > click the connections tab on the right hand side > you will see contacts with access to “such and such trust/entity” as the responsible party for this investor type. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request