This soft warning indicates that an account in Blotter window has a social security number that is recognized by Morningstar Office as the social security number belonging to an existing client. If the name in the Mapped Client Name column is, in fact, correct, then no action is required and the new account will be added to that existing client record.
If the data is incorrect, do the following:
In the Mapped Client Name column, click the magnifying glass icon. The Find Client/Prospect dialog box opens.
From the Find Client/Prospect dialog box, select the appropriate client, then click OK.
On the Blotter window, click the Save icon.
When the confirmation message appears, click OK.
See Also
Handling Warnings in the Import Blotter