If entitled, edit a client relationship. For example, you may want to 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.
After you search for the client, the ability to edit a client can be found on the Client Summary window. (Client Summary)
On the Client Summary window for the client, select Edit Client.
Select Edit Client.
Since editing is similar to creating a client, to learn more, go to:
- Create a Client Relationship
- Add Accounts to a Client Relationship
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