If entitled, edit a client relationship. For example, edit a client to add more accounts or to change the associated segment due to a decreased risk tolerance (e.g., moving from a less to a more conservative investing approach).
Note: You cannot edit clients that were imported into the platform from third-party applications, such as a customer relationship management (CRM) system.
From the Client Summary, select Edit Client.
Follow the procedures under Create a Client Relationship or Add Accounts to a Client Relationship to complete your edits.
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