How can a client change the adviser they're registered to with Octopus Choice?

If your client is already registered to Octopus Choice with another adviser and wants to change, then that can easily be sorted. All we need is a confirmation email from your client (using the address they have registered to their account) sent to support@octopuschoice.com.

When confirmed, we will be able to add them to your adviser account as one of your clients.

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