All > Moving data > Moving Client Accounts

Moving Client Accounts

  • 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.
  • Click on Submit to move the accounts

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