Moving a Client to a New Advisor

Learn how CCO and Compliance users can reassign clients to a new advisor(s)

Role:  CCO, Compliance
Follow these steps to change a client's assigned advisor:
Select Clients from the navigation toolbar.
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Search for client and click the Search button.
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Check the box to the left of the client name.

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Click the share icon.

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This client is shared with  Advisor User. 

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Click the down arrow to the right of Available Advisors.  Select a different advisor from the list.

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Click the Add button.

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The new advisor is added to the list for the selected client.

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Click the minus "-" icon to the right of the original advisor to remove it from the list and click the Submit button to save the changes.

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Applicable Roles: CCO, Compliance
Applicable Versions: Professional, Enterprise

See also: Sharing Clients