While in the Prospects section, click the Add Account link located to the right of the prospect that you would like to add an account to.
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.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.