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All > How to add an account by using a CSV > From the Overview tab of the prospect’s page

From the Overview tab of the prospect’s page

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  • While in the Prospects section, click on the prospect that you would like to add an account to.
From the Overview tab of the prospect’s page
  • You will be taken to the Overview tab. From here you can click the Add Account button.
From the Overview tab of the prospect’s page Add column
  • A pop-up will appear. If you do not have the CSV template downloaded already select click the Download CSV template link to download the file.
From the Overview tab of the prospect’s page Download CSV Template
  • Once the file has been downloaded, open it up. There are only two columns; Ticker and Amount. Enter the tickers and amounts into the file and save it. Do not use commas when entering amounts.
Don't use commas when entering amount
  • Go back to the pop-up with where you downloaded the template from and click Upload CSV.
Upload CSV
  • You will next see a pop-up saying Select your spreadsheet data to StratiFi fields. You do not need to change anything here so just click on Continue.
From the Overview tab of the prospect’s page Popup
  • The system should add the securities and you should receive a message saying that the securities were successfully uploaded. Click on the View the account button.
From the Overview tab of the prospect’s page View the Account Button
  • The Create Account pop-up should appear at this point and once it does, enter in a name for the account and then 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.
From the Overview tab of the prospect’s page Create Account & Run Prism