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

Q: 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: Log into Advisor Portal From the Home page, click the Contacts tab Click the Add Contact ("+") icon Choose Contact by Manual Input Fill out the form completely Click Continue Review the information you provided, then click Ok . Find more information on how to add and import contacts in our Users' Guide.

Question

Accepted Answer

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:

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

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