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Additional Relationships for an Investment Account
Additional Relationships for an Investment Account

In this article we will describe how to add additional relationships to an Investment account

Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Oftentimes, investors want to give their partners, accountants, and other relationships access to their investment accounts. For instance, there might be a group of investors who formed an LLC and invested in your last project. As such, they want to ensure that all the members of the LLC have visibility to the investment account/entity. You can facilitate this scenario in InvestNext by adding Relationships to the given Investing Account.

The Relationships feature allows multiple people to be linked to an Investing Account, with the ability to monitor their Investments together. One individual would be the Primary Contact and multiple individuals would be the Relationship Contacts.

The following steps describe how to do this in detail:


Step-by-Step Instructions:

STEP 1. Navigate to 'Accounts' in the Portals Main Menu:

STEP 2. Select the given Account. As shown in the example below, we are selecting Michael Weber:

STEP 3. Within the Account page, scroll down to the 'Relationships' section in the left-hand column:
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STEP 4. Select the '+' symbol and a pop-up will appear.

  1. In the 'Contacts' drop-down menu, you can search for the Contact you'd like to add a Relationship.

  2. In the 'Relationship Type' drop-down menu, you can select the type of relationship this Contact has to the Account/Entity.

NOTE: Please use the relationship type: Partner to allow the relationship to see Updates and documents in the Primary Investor's account.

3. Click the 'Add Relationship' button to save!

In this example, we are selecting Amy Adams and classifying her as a Financial Advisor:

NOTE: If you cannot find the Contact you wish to add as a Relationship, you will first need to create a new Contact page for that person, shown on this page.

STEP 5. You should now see that Contact in the 'Relationships' section, as shown in the example below:


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