add portal users Requested By:Paula MiterkoMelissa SandersMartin SlovinUser Type BD RIA Sponsor What kinds of projects are starting nowCheck all that CURRENTLY apply. Due Diligence Monitoring BD/RIA Consulting Sponsor Consulting Company Name Add the people within this organization who will need portal accessTo add more than one person, click the + at the end of the row.NameEmailPhoneAdd to master mailing list & Mailchimp? Add RemoveAdd These Monitoring DealsPlease list all the deals this BD/RIA has requested to be monitored and indicate if it's a new deal for the portal or a deal that is already being monitored for another BD/RIA. Click the + at the end of the row to add a new deal.Existing or new?Sponsor NameYearDeal NamePublic or PrivateBD/RIA ClientMonitor Contract Expiration Date Add RemoveAdd this Due Diligence ProjectPlease provide the details for the due diligence project you'll be starting. If there is more than one deal, please click the + sign at the end of the row to add more projects.Company NameDeal NameFolder Notes Add RemoveAdd this BD/RIA Consulting ProjectProject NameDetails Add RemoveAdd this Sponsor Consulting ProjectPlease provide the details for the sponsor consulting project you'll be starting.Project NameDetails Add RemoveCreate Portal Accounts for these SponsorsPlease list the NEW people who will need access to be able to upload files related to this project. If no IDs are needed, leave this section blank.NOTE: IT IS ASSUMED THAT THIS BD/RIA IS THE CLIENT FOR THIS WORK. If that is incorrect, please explain in the details box below.Sponsor Company NameSponsor User NameSponsor User Email AddressSponsor User Phone Number Add RemoveShould [email protected] notify the sponsors that this BD/RIA (by name) has requested monitoring? Yes - use the existing template for the email Yes but we need a new email No, the BD/RIA will handle notification. Wait until we know they've been told to create the IDs No, the BD/RIA has already informed them. IDs can be created immediately Additional DetailsDate Requested MM slash DD slash YYYY EmailThis field is for validation purposes and should be left unchanged. miterko and associates Home About BD/RIA Due Diligence Outsourcing Sponsor Consulting Independent Due Diligence Ongoing Public and Private investment monitoring Testimonials Contact Us