Designate members of your staff as stewards to help track and manage profiles and funds. If desired, steward contact information and image can be seen on the fund advisor portal. Steward is a way to annotate a relationship manager. Enable this in Fund Advisor Settings.
- Navigate to the Steward page.
- Click Add Stewards in the left-side menu.
- Check the box next to each user that you want to make a steward, and then click Create Stewards.