Add account
  • 25 May 2020
  • 1 Minute To Read
  • Contributors
  • Print
  • Share
  • Dark
    Light

Add account

  • Print
  • Share
  • Dark
    Light

Accounts link aims to link together multiple contacts, portfolios and contracts.

  1. Go to my account
  2. Go to Company
  3. Go to Accounts

Accounts can be linkedo tu multiple contacts and portfolios.

Was This Article Helpful?