Link an Existing Account to a Site

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Link an existing consumer or investor account to the site: Open the site > Administration > Accounts.
  2. Click on the import button (downward arrow) and search for the account using its unique identifier (ID in the format CKT-XXXXXX).
  3. Verify the account that appears in the window and click on Import.

How Did We Do?

Add/modify billing address

Change the Matching Method

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