Importing a Portfolio

Users of the new ProStation can create a .csv file (an option available in most back-office and CRM systems) adhering to specific guidelines. Save the file to your local directory, select the “Import” option in the new ProStation and locate the client data file created.

The fields that ProStation can currently import include:

  • CIF
  • Relationship Record Type
  • Relationship Name
  • First and Last Name
  • Language Preference
  • Person Relationship: Birthdate, Primary Email, Primary Phone, H/O Street, H/O City, H/O State/Province, H/O Zip/Postal Code, H/O Country, Financial Account Number, Account Type, Ownership
  • Product: Record Type, Product: Product Code, Current Value, Product: Currency.