Resource Center

Move or transfer an account from one client to another

  • We have a quick and easy way to move imported TD Ameritrade or Schwab accounts from one Advizr client to another. Open the client's plan and go to Profile\Accounts. Click on the account you want to move. Click on "Sync Options" and then "Move account to another clien​t".

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  • In the next window, type in the name of and select the client to whom you want to move the account and then click on "Move Account".​

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  • ​The account will now show up on the Accounts page of the client to whom you've moved it. If you are done with the old client and don't wish to see it in your client list anymore, you can delete it by clicking on the client, hovering your mouse over their name at the top left column, and selecting Delete Client:
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