- Launch Tool #3 Open/Maintain Memberships/Accounts
- Select Update membership info, enter the account base and use Enter to proceed
- Select the Secondary names check box and use Enter
- Double click the regular share account
- Select your joint owner and click Change
- Select the Update name and address information checkbox and click Add/Update
- If the Blocked Persons Database window appears, click Continue
You will then be brought to the Non-Member Information screen. At the very bottom is the
Risk Assessment button you can use to process the QualiFile Risk Assessment.