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Moving data
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Connecting And Organizing Your Data
Organizing Clients and Households
Client and account data
3 Topics
Investor Information
Model Portfolio Information
Household Information
Household data
2 Topics
Creating a Household
CSV Update of the Household Data
Moving data
2 Topics
Moving Client Accounts
Moving Households
Deleting accounts
5 Topics
Deleting Clients
Deleting Client Accounts
Deleting Prospects
Deleting Model Portfolios
Deleting Household information
Bulk updating data
2 Topics
Bulk Update Risk Tolerance
Bulk Update Risk Tolerance via CSV
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Moving Households
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From the
Households
page select the household(s) that you want to move
Select
Move to another advisor
Search the advisor that you want to move the houses to and click
Submit
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