Why Add Contacts?
Adding contacts is a simple way to ensure that important correspondence, such as emails and invoices, reaches the right people. It’s also a great way to have emails sent to an alternate personal email address, so nothing is missed. This is particularly useful for investors who want to stay informed across multiple accounts or share updates with advisors or team members.
Steps to Add Contacts:
Navigate to Your Account:
From your dashboard, click on Account in the navigation menu.
Scroll down until you see the Contacts section.
Click on the + button to the right.
Click on the + Add contact button in the top right corner
Fill in the contact name and email address.
Once all details are entered, click Add contact to ensure the contact is saved.
Need Help?
If you encounter any issues while adding contacts, please reach out to Venture360 Support for assistance.