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Wealth Management > Portfolios > Managing Portfolio Accounts > Tracking Key Contacts for Portfolio Accounts

Tracking Key Contacts for Portfolio Accounts

To track key contacts for portfolio accounts, add them as contacts linked to the portfolio account record.

To track key contacts for portfolio accounts

1. Select the portfolio account record.

   For instructions on selecting portfolio accounts, see Finding Records.

2. On the Portfolio Account Details page, scroll down to the Contacts section and click Add.

   NOTE: You might want to add the Contacts section to your layout. For more information, see Changing Your Detail Page Layout.

3. On the Contact List page, click the Lookup icon next to the Name column.
4. In the Lookup window, you can click New to create a new contact record or select an existing contact.
5. On the Contact List page, fill in the information as required.
6. Save the record.