Gemma WilliamsJan 14, 20211 min readHow To: Set up an Advisor access accountUpdated: Jan 26, 2021Watch this video if you are an Advisor wanting to access a client account. Please see the next video for a how-to on changing Advisor permissions.
Watch this video if you are an Advisor wanting to access a client account. Please see the next video for a how-to on changing Advisor permissions.