On the main menu bar, click Investors > Individuals.

In the investor index, click on the investor you want to view.

On the investor details page, click Account in the top navigation.

To add a new contact, click the + then click Add Contact in the top right corner enter the name and email of the new contact. Then click Add Contact.

Enter their name and email address, then click Add contact to save.

To delete a contact, click Remove next to the contact's name, then click OK to confirm.