If you are part of an Enterprise portal (3-Tier), you may have a Vault and access to an Portal where you manage your client's vault.

To switch accounts 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 Basic Appearance Section, you will find Accounts. Click on the account you wish to access. 'Vault' identifies your Vault and 'Portal' identifies the portal where you can manage your client's Vault.