Bring your book of business into Policy Stack with the 4-step import wizard
The CSV import flow has moved. The canonical walkthrough — including the revert window, near-duplicate detection, and the ps_error_reason / ps_row_number error-row download — is documented in Importing Contacts via CSV.
The wizard lives at Clients → All Clients → Add Client → Import a CSV, or /practice/contacts/import.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.