Managing Multiple Accounts | Voters

Managing Multiple Accounts

Stacey Otterstrom

I manage accounts for our business and each individual advisor. It would be really helpful to have the ability to manage multiple accounts in MyCMO rather than separate logins for each.

March 3, 2023

Amirah Mahmood

Merged in a post:

SSO for those in an assistant role who support multiple financial professionals

Sam Hnilicka

I support multiple advisors and have an individual username and password for each account. Similar to how MyRepChat functions I would like one login and the ability to swap between different profiles via a drop down menu.

A day ago