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Adding a Joint Account - PDF

Adding a Joint Account
(Updated 03/18/2019)

Step 1: Click CRM on the top bar. Then click the Contacts tab. Click + Add Contact.

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Step 2: Choose Joint Account as the Investor Type. Type the Joint Account Name. Use the Primary Account Contact’s email address in the Email field. Choose the Primary and Secondary Account Contacts. If you do not see your desired Primary and Secondary Account Contacts in the dropdown, please add them as an “Individual” contact in the CRM. Choose if you would like to “Share communications with this profile”. Click Save.

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You will now see the Joint Account added and the Connections tab will include the Primary and Secondary Account Contacts.

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