Sharing adviser access to client records without commission sharing

In some cases, financial advisers may need access to a client's records without sharing commission fees. This article will guide you through the process of granting another adviser access to a client record you're linked to, while keeping their commission split at 0%. Additionally, we'll explore an alternative option for providing an adviser with shared access to all your clients by designating them as an account delegate.

Granting Individual Adviser Access with a 0% Commission Split

1. Accessing the Advisers Feature:
   To grant another adviser access to a specific client without sharing commissions, begin by opening the client record and navigate to the 'Linked Financial Advisers' section under the 'Relationships' tab.
2. Adding the Adviser:
   Add the desired adviser as a linked adviser on the client's profile, setting the Commission Split to 0%. This ensures that the adviser gains access to the client's profile but does not share commission fees on documents for transactions related to this client.

Providing Shared Access to All Clients as an Account Delegate

If you wish to give an adviser shared access to all your clients, consider designating them as an account delegate. This allows them to access all client records linked to your adviser codes, without the need for individual commission splits.

Granting advisers access to client records without sharing commission fees is a straightforward process. By following the steps outlined above, you can provide individual advisers with controlled access to specific clients or designate them as account delegates for shared access across your entire client base. This flexibility ensures that advisers can effectively collaborate while maintaining the necessary control over commission splits.