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Primary Advisor (Accounts)

This setting lets you assign a primary advisor when multiple advisors are assigned to an account or group. The Primary Advisor is synced to Tamarac CRM, if your firm uses Tamarac CRM integration.

For the best experience, we recommend assigning advisors to accounts, groups, and Households using Service Teams.

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.

For more information on maintaining groups, see Creating and Modifying Groups.

For more information about entities in Tamarac, see Introduction to Accounts, Groups, Households, and Clients.