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

Moving Clients from One Advisor to Another

  • From the Clients page select the client(s) that you want to move to another advisor
Moving Clients from One Advisor to Another
  • Click on the Move to another advisor button
Click on the move to another advisor’s tab
  • From the pop-up select the advisor that you want to move the client(s) to
Move to another Adviso
  • Click Submit to move the client(s) to the selected advisor
Click on the move to another advisor’s tab