Import Clients Manually with CSV File

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