Under the terms and conditions of your use of Flourish, you are required to immediately notify us if any client who has a Flourish account leaves your firm. If a client leaves the Firm, please email the name of the client to support@flourish.com so that we can disassociate the former client from your firm, after which they will no longer appear on your reports and Portals.
Articles in this section
- How do the Household Tags work?
- How does Advisor Teams work?
- How can I view my client’s listed beneficiaries?
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can I view my client’s Flourish Cash ACH account and routing numbers?
- How can my client change advisor visibility settings?
- What financial planning and reporting integrations are available for advisors?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?