Adding New Contacts in Bulk
Obtaining the Spreadsheet Template
- Navigate to Communicate > Contacts.
- Click + Bulk Upload.
- Click the Template link to download the Spreadsheet Template.

Filling in the Spreadsheet
- Open the downloaded file in Microsoft Excel.
- 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.
- Save and close your edited spreadsheet.
Uploading the Completed Spreadsheet
- Navigate to Communicate > Contacts.
- Click + Bulk Upload.
- Click Select Contact List.
- Browse your PC for the saved Spreadsheet from above and click Open.
- 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.
- If the data is accurate, click Complete Contact Setup.
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