Add An Account to a Client Manually

There are two ways that can be used to start the process of adding an account to a client manually; this is covered in 1a and 1b. After that, the process of adding the information is the same.

1a. While in the Clients section, click the Add Account link located to the right of the prospect that you would like to add an account to.

1b. While in the Clients section, click on the client that you would like to add an account to. You will be taken to the Overview tab. From here you can click the Add Account button.

2. A pop-up will appear asking if you are managing this account. Select the option that pertains to the account and click Next.
Note: The message at the bottom of the popup can be negated. If you add a held-away account, it will be excluded from aggregation of the client’s assets; there is an Exclude option located to the right of the account that will be enabled when the held-away account is added. To change this in the future, you just need to disable the Exclude option that is located to the right of the account.

3. A new pop-up will appear; select Input Manually.

4. The Create Account pop-up will appear (at this point you can upload a CSV but we will cover using a CSV in another lesson).

• Give the account a name. Next, add a ticker in the Ticker field. Once you start typing in a ticker, the system will show selectable options below the field. Select the relevant ticker that you are looking for and the system will populate the name of the security as well as the classifications.
• Once that is done, enter a dollar amount in the Amount field.
• If you need to add a position, click on the Add positions link and repeat the two above steps. Once you are finished adding positions, click the Create Account & Run Prism button. This system will process the portfolio and give it a Risk Tolerance score. This process could take a couple of minutes.