About this Guide

This factsheet explains how to link clients and transfer them between your client lists.

How to use this Guide

When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR.

After you’ve linked your client

After you’ve linked your client they’ll get a letter or myIR correspondence to confirm you’ve linked and can now access their information.

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