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How to Submit an Add or Remove an Associated Contact Requests

Learn how to Add or Remove an Associated Contact with a client's Optimize Accounts

Applies To:

  • All Portfolio Managers, Advisors, Wealth Planners, and support staff.

You can submit an Associate Contact request from a client’s CRM Contact Record. Use the instructions below to ensure requests are processed correctly and all necessary information is provided.

When to Submit an Add/Remove an Associated Contact Request 

  • You need to link a new contact (e.g., a spouse, beneficiary, or power of attorney) to a client's Optimize Account.
  • A contact no longer needs to be associated with a client's account, such as in the case of a change in relationship or legal status.
  • A new contact needs to be added for communication or account management purposes.
  • A client's former representative or contact should be removed due to updated client preferences or account requirements.

How to Submit an Add/Remove an Associated Contact Request 

To submit an Associate Contact request, you'll use the Service Extension on the client's CRM Contact Record.

How to Add an Associated Contact

  1. Navigate to the Client's CRM Contact Record
  2. Go to the Servicing Tab
  3. Select "Account Administration → Contact Associations

  4. Select "Add an Associated Contact" as your next request type
  5. Select a contact from the dropdown list
  6. Select the association type from the dropdown list
  7. Review & Submit 
    • Once you confirm the details, click Submit to create the service request ticket

How to Remove an Associated Contact

  1. Navigate to the Client's CRM Contact Record
  2. Go to the Servicing Tab
  3. Select "Account Administration → Contact Associations
  4. Select "Remove an Associated Contact" as your next request type

  5. A list of contacts currently associated with the account will be displayed. Select the contact you wish to remove
  6. Review & Submit 
    • Once you confirm the details, click Submit to create the service request ticket

After Submitting the Request

A new service request ticket will be created. You can locate it:

  • In the Right-Side Panel of the client's CRM Contact Record under Tickets.
  • In the Account Administration Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

  • Typically 1-2 business days after the ticket has been submitted and completed any applicable review.