| 1. | From the Wealth And Ratings Data page, select the WealthPoint searches tab. |
Note: For information about accessing the Wealth and Ratings Data page, see Access Wealth And Ratings Data Page.
| 2. | Click Add. The Add WealthPoint search process screen appears. |
| 3. | Enter the necessary information. For an explanation of the fields and options included on this screen, see Add WealthPoint Search Process Screen. |
| 4. | Click Save. The process is saved and stored on the WealthPoint searches tab. |
| 5. | To update the records, from the WealthPoint searches tab, select the import process you want to run and click Start Process. The WealthPoint search process screen appears. From this screen, you can view the updating process and confirm when the process is complete and if it was successful. This screen also stores details about your WealthPoint search processes. |