Move wrongly mapped folio from one investor to another
If a folio is wrongly mapped to another client and you want to remap it back to the original client, then follow the below process.
1. From the dashboard go to Data Management Tools >> Folio/investor remove
2. Search for the client who is holding the folio currently.
3. Once the client shows under the search result, click on ‘View all folios’ and select the folio which needs to be moved, and click on Remap Folios.
4. Next you will be asked to enter the client name to which the folio needs to be moved.
5. Search for the original client name in which the folio needs to be moved.
Once the client shows up, select the client and click on Remap the above folios to the selected investor.
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