Move Accounts from a Client

Accounts can be moved from one client to another client. A common use case is when employer-sponsored 401k accounts come into CircleBlack from a custodian feed and are mapped to a “client” that is the plan sponsor – not the actual client the 401k belongs to. Some key notes include:

• Yodlee accounts cannot be moved

• If there are multiple Advisors on the account being moved, the same advisors on the account become advisors on the new client and household to which the account was moved.

There are two flows for moving accounts: 1) Manage → Accounts page; 2) Client Info Page

Flow 1: Manage → Accounts page

1. Click Manage, then Accounts. On the Accounts page, click the Actions dropdown and select Map to Existing Client.

2. Search for and then select the Account(s) to be moved. Click the Select Client button.

3. In the Map Accounts to Existing Client modal, search for the client to which the account(s) are to be moved. Then click the circle icon in the Map to Client column to finishing the mapping process.

Flow 2: Manage → Clients → Client Info page

1. Click Manage, then Clients. Search for the client from which the account(s) are to be moved. Click on the Client’s name to view the Client Info page.

2. On the Client Info page, click the Actions dropdown and select Move to Another Client. Select the Accounts to be moved and click the Select Client button.

3. In the Map Accounts to Existing Client modal, search for the client to which the account(s) are to be moved. Then click the circle icon in the Map to Client column to finishing the mapping process.