You can choose which accounts you would like to see in your Client List like so:


  1. When in the app, select Account Settings at the bottom of the left side-bar. 
  2. Once in Account Settings, go to Linked Accounts (by scrolling down the page).
  3. Select the accounts you’d like to see in your Client List, and deselect the ones you don’t.
  4. 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:

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