From the Overview tab of the prospect’s page
- While in the Prospects section, click on the prospect 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.
- 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.
- 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.
- Go back to the pop-up with where you downloaded the template from and click 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.
- 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.
- 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.
