You can manage your team members’ access to client accounts in two ways within the Advisor Console - Clients Page and Teams Page. You can grant or revoke access of an advisor on a client. These tools provide a centralised and efficient way to control user permissions across multiple client accounts. 

Additionally the Client page lets you view clients based on status. 

• Active: Clients who have fully onboarded with OFX and have accepted the relationship to be managed by the Advisor. 

• Onboarding: This is where the Advisor can monitor the status of their clients that they have an approved relationship with but have not finished onboarding. Once onboarding of the client has been completed the they will move to the Active Tab. From this the Advisor will be able to track which clients still have outstanding documents or are being reviewed by OFX and take action accordingly.

• Inactive: Show’s client information for previously managed clients for record keeping and audit purposes.

• Pending: Shows client where a relationship to manage has been sent but not accepted by the client.

Why is this page important?
Properly managing team access ensures compliance with client permissions, maintains security, and supports effective collaboration within advisory teams.

Next Steps

1. Log into you OFX account.

2. Choose either the Clients Page or Teams Page.

3. Follow the setups in the linked article to view the to grant or revoke advisor access.

4. Confirm changes and regularly review access rights to maintain appropriate permissions.