This is easy. From your dashboard click investment & providers > provider library. The provider library looks like this.



Click add provider. You will be prompted to include a name and description for the provider. We suggest, as a bare minimum, you include a brief overview of the provider’s background and financial strength in the Provider Description field. You can apply different formatting styles (e.g bold, underline etc) to the Provider Description using the controls of the text editor.


Click save and there you go, you've added an provider to your provider library.