Are prospects of an advisor account shared amongst different users?

The advisor client must first connect their bank account. Once connected, the advisor can use the instructions on file to request a withdrawal on the client’s behalf.

More on information on ACH transfers…

Both the client and the advisor can create deposit notifications for a client account. 

More information on how to create a deposit notification…

Yes, you can export your clients' information to Excel. From the Contacts tab, click the Download icon and select “Contact Summary to CSV”.

Additional Information…

No, each username only has access to the information stored on their own Notes and Calendar.

More information on how to add and import contacts…