How do I add prospective clients and contacts into the advisor portal?

ADVISOR PORTAL LOGIN

Upon logging into the Advisor Portal, entries can be made individually or by importing an Excel spreadsheet from the Contacts tab of the dashboard.

To add contacts individually:

1. Log into Advisor Portal
2. From the Home page, click the Contacts tab
3. Click the Add Contact ("+") icon
4. Choose Contact by Manual Input
5. Fill out the form completely
6. Click Continue
7. Review the information you provided, then click Ok.

Find more information on how to add and import contacts in our Users' Guide.