Creating an Investor profile is necessary to keep track of investor information, KYC's, transactions, etc.
Go to the Investor Module on the left-hand side menu.
2. Click the Add Investor button.
3. Working your way top to bottom, fill out as much information as possible and hit save. Any fields that are required will have an asterisk ( * ) beside it.
4. Once created you can further edit the client profile with additional account information, investment account details, Advisor documents & notes, client transactions, KYC's, or review their Statement History.
Tip: if your investor doesn't not have an email then you can change their Communication Preference setting to Print/Mail'