To show which accounts are managed by an adviser either the client or the adviser must tick each account as 'Adviser managed'. To do this follow the steps below;
Steps as an adviser
- Go to your client list and select a client
- Go to the connections tab of that client
- Find the accounts which you manage for that client
- Next to the connection you want to show as adviser managed, make sure the checkbox is ticked in the adviser managed column
Steps as a client
- Go to the connections page
- Select the connection category to find the specific account
- Next to the account select the checkbox in the adviser managed column