Typically advisors can be unregistered and manage up to 15 client accounts provided they do not charge client fees.
In order to ensure there are no compliance issues, you will first want to update your registration information by logging into your account.
Log in to Client Portal and go to User menu (head and shoulders icon in the top right corner) followed by Settings. Then under the Account Settings section find Account Profile section and click Advisor Qualifications.
Our Compliance Department will review your account and inform you if any existing accounts cannot be managed.