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Merging Questionnaire and Client Page

Many advisors send out a risk questionnaire to prospects who are not yet in their HiddenLevers account. Once the questionnaire is completed, a new client page is created for the prospect. 

If this prospect becomes a client, and his/her data is imported into HiddenLevers from an integration (creating another client page) then you may have two client records in HiddenLevers. To fix this, you can merge the two together.

To merge data, first go to one of the client pages and click the blue "Client Actions" button on the left-hand side. From the drop-down menu, you will click "Merge."

In this pop up it's important that you keep the name of the imported account and choose the score of the manually made account. This is because we want the holdings data to continue updating every night. Once finished, click Merge.