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Step-by-Step Guide

1. Click on ACCOUNTS.

2. Click on Contracts (Stock Owners).

3. Right Click on the Contract and select Invite Operator.

4. Enter the Email Address.

5. Click on OK.

6. You will get a notification that the email was sent. Click OK.

7. Client will need to look for the email and click the password link.

8. A web page will open, where they need fill in the required fields and then accept.

9. Once this has been done the client will be directed to the online portal.