If you are part of an Enterprise portal (multilevel), you may have a vault and access to an Admin portal where you manage your clients.
To switch from your vault to your advisor portal and vice-versa follow these steps:
- Step 1: Click the name on the top-right corner
- Step 2: Under Accounts, choose the one you would like to access
Step 1: Click the name on the top-right corner
- A menu will be displayed.
Step 2: Under Accounts, choose the one you would like to access
- Below the Logout button, you will find Accounts. Click on the account you wish to access. "Personal" identifies your vault and "Administrator" identifies the portal where you can manage your client's vault.
Info! This only applied for Admins under Enterprise portals. By default, Admin cannot have a vault in the same portal.