Firm-wide access (suggested)
All clients are visible and accessible by any advisor at your firm. This is perfect for firms with a team based approach.
Each advisor can only access their own clients. This is better for firms that have more strict access control policies.
We can change your access control option after you get set up, though we do not recommend switching back and forth repeatedly. If you do want to change this access, please contact us at firstname.lastname@example.org.