Contacts & Accounts
Instructions
See a list of your contacts with detailed information including: Title, Contact, Type, Account Type, Account Number, Status, Username, Email, and NAV. You can sort contact information by clicking any column header.
You can also add an alias for each client, duplicate existing client accounts and add account representatives.
-
Click Menu in the top left corner > Contacts & Accounts > Select the Contacts tab
From the Contacts tab you can do the following:
- Add a New Contact
- Import Contacts
- View Contact Information
- Run Account Query
- Send an Application to a Prospective Client
- Export Contact Information
- Pending Registration Task
- Broker Approval Task
- Contact Configuration