Navigate to portfolios > Connections
Select “Add Company to Portfolio”
Select plan to start with, and select a trial (if available)
This process will create your client’s account. Malartu will now automatically switch you to that account to finish setup.
To complete the account setup, you’ll need to know or have access to:
Client NAICS account
Client employee count
Client headquarter location
Client accounting data
With this information on file, you should be able to complete client account setup in just a few seconds.