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All > Managing Your Clients > Moving Clients from One Advisor to Another

Moving Clients from One Advisor to Another

  • From the Advisors’ page select the account that you want to add to another client
Moving Clients from One Advisor to Another
  • Click on the move to another advisor’s tab
Click on the move to another advisor’s tab
  • From the pop-up select the client that you want to add the account to
Move to another Adviso
Click on the move to another advisor’s tab