Accounts

Create a Consumer Account

Add consumer account via Administration section steps.

Nicolas Vodoz
Updated by Nicolas Vodoz

Create a Contact

Adding a contact in account management process.

Nicolas Vodoz
Updated by Nicolas Vodoz

View and Download Invoices from an Account

Instructions for downloading invoices in Excel format.

Nicolas Vodoz
Updated by Nicolas Vodoz

Send platform access to a contact

Platform access setup for a contact account.

Nicolas Vodoz
Updated by Nicolas Vodoz

Add/modify billing address

Account management and billing address updates.

Nicolas Vodoz
Updated by Nicolas Vodoz

Link an Existing Account to a Site

Link existing consumer or investor account to site.

Nicolas Vodoz
Updated by Nicolas Vodoz

Change the Matching Method

Change match method in account settings.

Nicolas Vodoz
Updated by Nicolas Vodoz

Contact