Adding New Contacts in Bulk

Adding New Contacts in Bulk

Obtaining the Spreadsheet Template

  1. Navigate to Communicate > Contacts.
  2. Click + Bulk Upload.
  3. Click the Template link to download the Spreadsheet Template.

Filling in the Spreadsheet

  1. Open the downloaded file in Microsoft Excel.
  2. Fill in all relevant client details in the sheet.
    • Note that First Name, Last Name, and Advisor Code are required fields.
    • Any Advisor Code entered must already exist within the platform.
    • Office Code only applies to Pershing users.
    • Phone numbers must be a valid 10-digit number with only numbers, spaces, or hyphens.
  3. Save and close your edited spreadsheet.

Uploading the Completed Spreadsheet

  1. Navigate to Communicate > Contacts.
  2. Click + Bulk Upload.
  3. Click Select Contact List.
  4. Browse your PC for the saved Spreadsheet from above and click Open.
  5. Click Import List. You will be presented with a list of the data to be imported to verify for accuracy. If there are any errors with the data in the spreadsheet you will receive a pop-up warning.
  6. If the data is accurate, click Complete Contact Setup.
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