You can choose which accounts you would like to see in your Client List like so:
- When in the app, click on your avatar in the top right corner and select Account Settings from the drop down menu.
- Once in Account Settings, go to Linked Accounts (using the left side bar or by scrolling down the page).
- Select the accounts you’d like to see in your Client List, and deselect the ones you don’t.
- Remember to save your changes before leaving the page!
To select / deselect all accounts in an MCC at once, click on the MCC icon itself:
Did this answer your question?