What is the difference between an Advisor Managed Connection and a Client Connection?

What is the difference between an Advisor Managed Connection and a Client Connection?

• A. There is no difference
• B. One is secure, the other is not
• C. Advisor Managed connects what the advisor manages; Client Connection connects what the client manages
• D. Advisor Managed is for clients, Client Connection is for advisors

Answer: (C)

Connections define who controls and accesses data in the platform. An Advisor Managed Connection is the link that lets the advisor access and manage the client’s accounts within the advisor’s workspace, reflecting the advisor’s authority to oversee those accounts. A Client Connection is the link the client uses to access their own accounts and data, representing the client’s direct ownership and control in their own portal. This separation matters for permissions and security: advisor-managed accounts are handled through the advisor’s lens, while client-managed accounts stay under the client’s direct control. So, Advisor Managed connects what the advisor manages; Client Connection connects what the client manages.

Connections define who controls and accesses data in the platform. An Advisor Managed Connection is the link that lets the advisor access and manage the client’s accounts within the advisor’s workspace, reflecting the advisor’s authority to oversee those accounts. A Client Connection is the link the client uses to access their own accounts and data, representing the client’s direct ownership and control in their own portal. This separation matters for permissions and security: advisor-managed accounts are handled through the advisor’s lens, while client-managed accounts stay under the client’s direct control. So, Advisor Managed connects what the advisor manages; Client Connection connects what the client manages.