Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience.

Adding a New Contact

To add a single Contact to the Portfolio Manager apart from creating a Proposal or opening an Account:

1. Navigate to Communicate > Contacts.
2. Click + New Contact.
3. Fill in the relevant details in the Contact Information form. Advisor Name, First Name, and Last Name are required. (If using the Manually Assign Advisor firm setting, you will need to set the Rep Code for Account Opening and Primary Advisor Name instead of the Advisor Name.)
4. Click Save.

Adding New Contacts in Bulk

Bulk Contact upload is accomplished by filling out a spreadsheet template and importing it into the Portfolio Manager.

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 Portfolio Manager.
• 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.