How to Set up the Tier and-or Service Level
To set or edit the Tier of a client, you will need to edit the client Household
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Click the ellipsis (three-dot) button in the client Household.
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Select Edit.
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You can either change the Tier to reflect their Wealth Tiers, or, if you want to retain the Wealth Tier but change the Service Level they are on, you may change just the Service Level.
- Choose Ok in the top right corner to save your changes.
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