We've designed Nitrogen to help you create and maintain fearless investors. In this article, you'll learn the best ways to add and edit your clients or prospects into your Nitrogen account.
In this article:
- Enter a Client or Prospect Manually
- Import a Client via a Connected Integration
- Edit Multiple Clients
- Frequently Asked Questions
There are three ways to enter your clients or prospects into Nitrogen:
- Enter manually
- Import a client via a connected integration
- Import all your clients via a connected custodial integration
Enter a Client or Prospect Manually
To enter a client or prospect manually, from your home screen:
- Click + Add New Client button
- Click the Enter Manually box
- Type in the name of your client or prospect
- Click the + Add Client button
- Nitrogen will then create a new client profile and you are ready to capture a Risk Number or create a portfolio.
Import a Client Via a Connected Integration
To enter a client via your connected integration, go to the home screen:
- Click + Add New Client button
- Click the connected integration you'd like to sync clients from
- Type in the name of your client (Nitrogen will start to populate the name of your client based on your search terms)
- Click the + Add Client button
- Nitrogen will create a client profile and automatically sync in your client's current portfolio
Note: Don't know where to go to connect an Integration? We can help! Inside of Nitrogen navigate to Menu ≡ > Settings > Integrations. On the settings page, you'll find a list of our Integration Partners. When you click on the name of the integration, we'll give you instructions on how to get your connection set up.
Pro Tip: While you may have more than one connected integration, we recommend you start with your custodial integration. Connecting your custodial integration will make sure you have the most up-to-date information when logging into Nitrogen. Also, a connected integration is a required step if you intend to utilize the Trading platform.
Edit Multiple Clients
When clicking Show Clients from your home screen, you can edit multiple clients at once to perform the following actions:
- Share / Unshare Clients
- Merge Clients
- Delete / Unsubsubscribe from Clients
Frequently Asked Questions
I already manually entered a client into Nitrogen, can I also connect them to their account via my integration?
Yes, you can! We've got a video that will show you how.
How can I consolidate clients into a 'household'?
Nitrogen can merge your client profiles through this KB workflow. However, some integrations may not be able to share client information after merging client accounts in Nitrogen. If you have specific questions regarding client accounts and householding, please reach out to our team at support@nitrogenwealth.com.
I don't see my integration partner on the Integrations page, is there a way to bring in a client's portfolio from my integration?
Yes, we have a drag-and-drop feature using an excel file that works with additional integration partners. Click Here to find out how you can use this feature.