Use the People, Households & Companies panel on an investor’s profile to record how people and accounts are connected. These links are for your records only. They do not grant access or change legal ownership.
Add a link
- Open the investor from Investors.
- In People, Households & Companies, click Add Link.
- Choose a Record Type: Contact, Investing account, Household, or Company.
- Type in Search by Name and search, then choose the Related Record. For a household or company that doesn’t exist yet, click Create to make one.
- Choose a Link Type, such as spouse, parent, child, advisor, or referral for contacts; owner, trustee, or beneficiary for accounts; member or head for households; employee, advisor, or owner for companies.
- Add Team Notes if you like, then click Save Link.
End a link
Click End Link next to an active link, enter why it is ending, and confirm. Ended links stay in the list with the status Ended.
Households and companies
Click a household or company name to see its members. You can rename it or archive it. Archived groups keep their existing links in history.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
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