I am a Tier 3 client. How do I add my firm’s clients to the portal?

After you have logged in to your account, click on the option “Manage Officers”. On the next screen, click on “Add New Officer” at the top right. The only fields you will need to input information in are the Name and Email fields. Scroll to the bottom of the page, check the box, then click “Submit”. After submitting, you can see a list of all your clients by clicking “Officers Table” at the top right of the screen. This will take you to the “Officers” screen. Click the “Search” button and the screen will populate with a list of your clients.