Link an existing account to a site

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Link an existing Consumer or Investor account to a site: Open the site > Administration > Accounts.
  2. Click on the Import button (down-arrow) and search for the account using its unique identifier (Format ID CKT-XXXXXX).
  3. Verify the account appearing in the window and click Import.

How Did We Do?

Add/modify billing address

Changing the correspondence method

Contact