Using My Clients

The My Clients page displays a list of clients that can be customized to show the clients you work with most frequently. Selecting any of the client names in the list displays the Advisor Client Dashboard for the client. To open My Clients, click on the Advisor toolbar.

How to Add and Remove Clients From the My Clients List

To add clients to the My Clients list:

1. On the My Clients page, click Import Clients.

2. Search for and select a client name.

3. Click Import.

To remove clients from the My Clients list:

1. Click next to the client you want to remove.

2. Click Remove Client.

3. Click Yes to confirm your decision.