If your firm has Firm-wide Access

1. Login as Advisor
2. Click on ‘Clients’ tab
3. Select dropdown box > ‘All Clients’ to show every client in the firm

If your firm has Advisor-wide  Access

If the firm is set up to have only advisor level access, the Administrator of the firm needs to set up a team or teams to be able to share clients. The Administrator can do this by:

1. Logging in as an Administrator
2. Click on Teams > select  + Add New Team > Insert team name
3. Under Team Members sub-tab > select  + Add Team Member > Then add the Advisor(s) you want associated in that team
4. Next click on the 'Clients' sub-tab on the same screen > select  + Add Team clients to select the clients you would like to share with other advisors in your firm
5. The advisors on that team will then be able to access those clients by signing in as Advisor > clicking on the ‘Clients’ tab > Dropdown box and selecting the team name