If you do not use a CRM (i.e. Wealthbox or Retail), you can upload your clients by importing a CSV spreadsheet file
Applies to: CCO and Compliance roles
Summary: Manually import clients using CSV uploader
NOTE: Be sure the header names match the template and the date of birth format is correct YYYY-MM-DD format.
1. Go to Clients in the main menu bar
2. Choose the Import CSV option
3. Choose File to select the properly formatted and populated CSV file from your computer
4. Click Import