In order to have an investor set as the Primary Contact and/or Relationship of an Account, they must have an existing Contact page in your Portal. If a Contact does not exist, the instructions in this article will guide you on how to create one.

Step 1. Navigate to the Account (investor entity) for which you want to add a Primary Contact. Click 'Edit' to select a Primary Contact:

Step 2. Choose a Contact from the drop-down menu. Then click 'Save Changes':