Removing a Client from an Advisor

How to remove a client from an advisor.

Roles:  CCO, Compliance, Compliance Support
Go to Clients on the navigation toolbar and search for the advisor you want to remove from the client.
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Select the clients you want to remove (up to 25).  
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Click the Share icon at the top of the client list and click from the list of available advisors.
Click the add button.
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Click the minus icon next to the advisor’s name to remove them from the client and click the Submit button to save the changes.
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