As an Executive, you can view all clients of the firm, and you can assign or unassign any advisor to any client.
- In the Advisor Portal, open the “Clients” page by clicking on the link on the top of the page.
- Check the boxes next to the client household(s) you would like to assign or unassign. You can check the box at the top of the column to select all of the clients on a specific page.
Click on the “Actions” button, which is located above the client list, and then click “Manage advisors and teams.”
- Check the box next to the advisor(s) you’d like to assign/unassign from the selected households, and then click “Assign” or “Unassign” to save your selection.
If you’d like to see which advisors are assigned to a particular client, click “Manage” next to a household name, where you can view Advisor Assignments on the Household’s “Settings” page. You can also filter the clients list to first view all of the clients assigned to a specific advisor (simply click on the “filter” icon above the clients list) before managing advisor assignments.