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All > How to add an account by using a CSV > From the Prospects section

From the Prospects section

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  • 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.