Creating Joint Accounts

Pro Tip: Prior to creating a Joint Account profile, you need to have each Individual profile created in the CRM.

Step 1: Click CRM on the top navigation bar of your IMS dashboard, then the Contacts tab. Click the blue Add Contact button in the top right corner.

Step 2: Select Joint Account as the Investor Type from the drop-down options. Type the name that you wish to use for 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.

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