Release Notes: Advisor Permissions for Modifying Accounts

Set Advisors' ability to add, edit and remove accounts

We have added an option for Compliance Team (CT) members to set the Advisor role ability to add, edit and remove accounts. The company setting is set to allow by default.

To change permissions, go to Settings > Company Settings Edit Company. Halfway down on the left side, uncheck the box next to ALLOW ADVISORS TO ADD AND EDIT CLIENT ACCOUNTS to turn off.