Wealth Passport's Account Utilities Tab contains the Imports feature for creating and updating Manual Aggregation and Partnership Reporting accounts, valuations and transactions data.  The Import feature allows you to download a template with a specific format to follow, and import the saved file based off the formatted template into Wealth Passport.

Accessing Imports

1. Hover over the Account Utilities tab on the main navigation bar.

2. Click the Imports link in the drop-down menu.

Download Templates

Access the Imports page within the Account Utilities tab.

1. Click the Download Templates link.

2. Click the Download link of the template you wish to download.

3. Selecting Download launches a window to Open or Save a file in Excel.

4. Complete the file in the appropriate format and Save for future import.

Import a File

Access the Imports page within the Account Utilities tab.

1. Click the Import a File link.

2. Select Account Type from the drop-down menu.

3. Select Action from the drop-down menu.

4. Select Import File by clicking the button to choose file

Note: This button is browser dependent.

5. Click the Import button.