Envestnet: Moving accounts to another Account owner

If you find that accounts are under the wrong Clients name. Do not fear, this is an easy fix. You are capable of moving them one by one over to the correct client portal. Please follow the pathway below in moving them under the clients tab. 

**If you need to create a new client first, then click on the

 

once here there will be a plus sign that you can click that will allow you to create a new client! ( i attached a HARD CARD for reference from Envestnet)