How to Switch the Portal Account tied to a Linked Application or Re-application

Modified on Fri, Sep 19 at 11:30 AM

The switch account tool allows you to change the parent portal account for an application to another account existing within the same family record. You can only use the switch account tool for re-applications, child additions, and linked applications.. In today's 4 minute video, we will walk through how to switch the portal account tied to a Linked Application or Re-application.



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