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Note: This process can only be done with users under the same brokerage account with advanced sharing enabled. |
Steps to Change Client Ownership
Step 1: Open the Client File
Navigate to the client list and locate the client whose ownership you want to transfer.
Click on Edit to open the client file.
Step 2: Select a New Owner
Scroll to the bottom of the page.
Click on the dropdown menu next to Owner and select the new owner of the account.
Step 3: Save the Changes
Click on Save All Contact Information to update the client ownership details.
Step 4: Confirm the Ownership Change
A pop-up window will appear asking for confirmation to proceed with the ownership change.
Important: If you do not want to retain shared access to the client, uncheck the checkbox.
If unchecked, the client will belong solely to the new owner and will no longer appear in your active client list.
Additional Notes
If the client has been fully shared with another user, all transactions attached to the client will automatically transfer to the new client owner.
If you only need to share a specific transaction with another user instead of transferring full ownership, please refer to this article: [Insert article link here].
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