Changing the name and type of an account, as an advisor

There are two ways to change an account's name.

From the advisor dashboard:

1. Navigate to the client, using the search box




2. On the accounts tab, click the name of the account you want to edit




3. Change the name of the account, then click outside of the text box to save your changes.

4. To change the type of the account, click the drop down box under the "account type" column




Firm admins only:

For accounts that you manage, you can change the account name under View Accounts > Assign Accounts in your advisor dashboard. 

Start by clicking the View Accounts button on the advisor dashboard.

After clicking the View Accounts button, select the Assign Accounts tab.

Once you are on the Assign Accounts tab, you can select to filter the accounts by Unassigned, Householded, or Archived. Unassigned will be the default. You can click on any of these options to filter the accounts respectively.

Once you filter which account you want to view, select the pencil icon to open the editing options.

After selecting the pencil icon, you can edit the name by clicking in the text box. Once the changes have been made, select the orange check box to save the changes.