Within the investor profile, you will find a tab called 'Contacts'.

Here, you can define additional contacts for the investor, such as a family member. If set to 'Trusted Contact', they will receive email statement notifications for all accounts on the investor profile. Trusted Contacts will not be able to set up user accounts that have access to client account information, they will need to use the existing investor login for the primary investor.

To add a new contact, click the '+ Add Contact' button and fill out all required information:

Once you have added a new contact, you are able to edit it at any time by clicking the 'Action' drop-down and selecting 'Edit'. You are also able to upload and view documents associated with this contact.
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Within this tab, you are also able to defined a linked investor. Many users will choose to link spouses with shared accounts or a corporate profile with a personal profile:
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To add a linked investor, click the '+ Link Investor' button:
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Please note, if the linked investors wish to have access to one another's investor portal, the Linked Investor will need to be defined on both investor profiles and not just one of them. Once this is complete, they will be able to toggle back and forth between their portals from the drop-down menu:
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