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How do I add an investor into my Marksman account?

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  • To add an investor click on "Settings" in the upper right hand corner of the screen. From here click on "Customer Account Setup", which is located below the "Administrative Settings" heading. From here scroll down and the box labeled "Excluded Investors". Select investors and then click on "Add Selected Investors". This will move the investors selected over to box on the right that is labeled "Investors Chosen to Display". Once done scroll down to the bottom of the page and click on "Save" on the right hand side of the screen.

    Note: Multiple investors can be chosen at once by holding down the "Ctrl" button on the keyboard and clicking on the investors.
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