The following article will demonstrate how to invite BGL support to your Entity in Simple Invest 360
Instructions
To share your entity with BGL Support, please take the following steps:
Select an entity first from the top-left search bar | |
From the Main Toolbar, hover your cursor over the Entity icon. This will appear as Trust, Company or Individual depending on the Entity chosen in the above step. | |
Select Entity Dashboard from the list. | |
From the Entity Dashboard, click on Share with and select BGL Support |
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