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How to change the adviser associated with a client
How to change the adviser associated with a client

Learn the best procedure to change your client's adviser

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

Save time by being able to manage the Adviser associated with a client with a simple process. In this article, you can find the step by step on how to be able to change an adviser successfully.

Change Adviser

* Only available in accounts with manage people and settings permissions.

  1. Access the client's account

    Click the customer account and access the profile.

  2. Click on Settings > Change Adviser.

    Click on the setting gear, then change Adviser at the bottom of the page.

  3. Choose the new Adviser

    Click on the drop-down menu, select the new adviser and save changes.

For more information, please visit our official website.

Thank you.

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