As an owner or admin of an organization you can change ownership of families within your organization. You might do this, for example, if clients are reassigned between advisors or if an advisor leaves the company.

Caution: Because different users in your organization may have different default settings and assumptions, changing ownership can change the financial plan outcomes. You may need to adjust either the new owner's default settings/assumptions or adjust the settings/assumptions of the family.

To change ownership for a family:

  1. Go to Account > Organization Settings
  2. Click on the Families tab
  3. Locate the family and click on the Edit (pencil) button
  4. Choose the new owner and click OK.