What can I do on the Client Manager page?

Administrators only

Here are the main things you can do on this page:

• If you select the options icon on the top right-hand corner of a portfolio as an owner, see all your managers’ client portfolios
• As a manager, see your own client portfolios
• As an owner, share client portfolios with managers and/or assign clients their own portal
• As a manager, share your clients' portfolios to other managers and/or assign clients their own portal

An important point to remember:

• Remember to add a manager or client to the account first before you try to assign anything to them. You can do this in Manage Account and then select Manage Users.