You can export your contacts from Gmail by:

  1. On your phone or computer sign into Gmail
  2. At the top left, click “Gmail > Contacts”
  3. Click “More > Export”
  4. Choose to export all contacts or only one group
  5. Select the CSV format option to export your contacts’ information. We also accept Gmail format
  6. Click Export
  7. Choose Save to your computer then click on OK
  8. Select a location to save your file on your computer and click on OK

The file can then be imported via InvestGlass, go to My Account / Company and on contact page select Action, bulk import to import the exported file.

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