---
title: Merge Client Accounts Efficiently | StratiFi
description: Consolidate client accounts in seconds with StratiFi's merge workflow. Streamline account management and keep your client data clean and audit-ready.
---

[StratiFi Blog — Insights for RIAs and Broker-Dealers ](https://www.stratifi.com/blog)

# [Merge Client Accounts Efficiently | StratiFi](https://www.stratifi.com/blog/product-updates/merging-client-accounts)

 Written by [Minhee Park](https://www.stratifi.com/blog/author/minhee-park) | 4/6/21 3:38 AM

### Tip of the week

Looking into merging client accounts?

The ‘**Assign to another client**’ tab allows you to merge accounts in a few simple steps:

- Click on the account you want to merge to open the profile of the client
- At the bottom of the profile page, select the account that you want to merge by checking the box, ‘assign to client’ tab will be activated
- Click on the tab, this will prompt a pop-up
- On the pop-up, type the name of the account that you want to merge with and click on submit

PS – Interested in providing us with feedback on new products & features before they go live – or just want some more training? Schedule some time with the button below. You can also [view the full video here](https://www.loom.com/share/e87fd87404394e9e9e7606fee7ab8854?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8ZsgyGkY7IF8ECJLJpL52_n9U1ptTaDDV8EPb5KK0sGO9knsCkN2vIp6Et4DFyztwYCLai).

[View full post](https://www.stratifi.com/blog/product-updates/merging-client-accounts)

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