Transferring clients between firms

Help with moving clients between firms

There are three scenarios in which clients can be moved between firms. When linking an unattached client to a particular firm, when bulk transferring clients from one firm to another, and when moving clients between Unique Agency Numbers (UANs) of the same firm.

How to link a client to a firm
How to bulk transfer clients from one firm to another
How to move client(s) between Unique Agency Numbers of the same firm