Adding a New Beneficiary

To add a new beneficiary to the investor’s account:

1. Click the plus icon [+] at the top right of the Table: Beneficiaries Table.

   

   Investor Details, Add Beneficiary Button Location

2. The Add Beneficiary popup will appear.

   

   Add Beneficiary Popup

3. Place cursor in desired field.

4. Fill in relevant information.

   Possible fields include:

   • Required field: First Name

   • Required field: Last Name

   • Required field: Email

   • Optional field: Phone

   • Required field: Beneficiary Percentage

   • Optional field: Address information

5. Fill in necessary information, which can include the following

6. Action: Click the Action: Save button to add the beneficiary.

Note

The total allocation percentage across all beneficiaries must add up to 100%.