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Householding Clients and Accounts

From time to time, you may need to re-organize and household your clients and accounts due to relationship changes among clients, client or account misplacement, etc. Please use the links below for instruction on ways to manage your clients and accounts.

Managing Your Clients

Merging Clients

Creating a New Client from a Member

Moving a Member to an Existing Client

Managing Your Accounts

Moving an Account from One Client to Another

Merging Accounts