Steps
Navigate to the Data Upload tab on the left-hand side of your portal
From there you will see three upload options: Entities, Statements, and Historical Cash Flows
Select the upload button in the bottom left corner of the Entities box
Once you have clicked into this you will see a page titled Upload Files for Entities with one icon
Click on the file icon
Once you have uploaded the file you will see a row with the following headings: Recipient Entity, File Type, Notes, and As Of Date
Enter the appropriate information into the row
Lastly, click save on the left-hand side of your screen below the icons you used to upload the statement and you are done
