In the Clients section, click the client that has an account (or accounts) that you would like to move to another client
Once you are in the client’s record, scroll down to the accounts section, select the account(s) that you want to move and then click the Assign to another client button.
The Assign account(s) to another client pop-up will appear. Click in the search field and start typing the name of the client that you want to move the accounts to. A list of options should appear and you just need to click on the one you require to select it.
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