Portfolio assignments

A Portfolio is a team responsible for collectively entering, processing, and filing Beneficial Owner Reports. For example, in a firm with two partners, each with dedicated staff, a Portfolio could be created for each partner. The staff assigned to each partner would act as clerks and be assigned to their respective partner's Portfolio. Partners and their teams only have visibility over companies assigned to their specific Portfolio.

Each Company must be linked to a Portfolio, which should include:

• Partner reviews completed work and can enter company and beneficial owner information.
• Clerk enters details for each company and beneficial owner.
• Accountant handles payments to CorpBOI.com .

To assign individuals to a Portfolio:

1. Create a new Portfolio with a unique name of your choice.
2. After creating the Portfolio, drag and drop the appropriate names into it.

Assignment is done by dragging an Employee into a Portfolio.
Click on the red to remove an Employee or to delete a Portfolio.