Adding or removing an advisor from a client account can be done easily through the Advisor Console. You can perform this action either from the How can I edit client access for advisors from the Client Page? or the Teams Page. This feature grants or revokes access for the advisor to a client. This process ensures quick and efficient management of your team’s access to client accounts.

Why is this page important?
Managing advisor access correctly is crucial to maintaining proper control over client accounts, ensuring only authorised advisors have access, and supporting compliance with client permissions.

Next Steps

1. Log into your OFX account.

2. Navigate to the Teams in the sidebar.

   

3. Click 3 dots, Edit access to clients button on the relevant advisor to open the slider view.

   

4. Use the toggle switch to add or remove the advisor’s access to the client account.

   

5. Confirm changes and select Save changes button.

6. A confirmation message will be displayed and the adviser will be provided access.

   

Related FAQ Articles

• What is the advisor console and what do I use it for?

• How can I edit client access for advisors from the Client Page?