FAQ 1076: How can I copy my client contacts from one client to another?

Problem: Is there a way I can copy of the client contacts from one plan to another? We have a MEP plan of which all have the same contact (like 10 of them) and it would be nice to not have to reenter those each time.

Solution: From the contacts page on PensionPal, Select the contacts you would like to copy, right-click over the contacts, click copy to another client, and then select the client you would like your contacts copied to.