Accounts Page Overview

Accounts Page Overview

Note: Some Accounts have restricted access, so you may not be able to view all details or edit the Accounts page.

To access your accounts on the dashboard, click the Accounts page on the left side of the screen. The Accounts page displays the Accounts (entities) you are related to and the information associated with your Account.

Account Owners can edit information related to the Account. Only your firm can grant account ownership.

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