Go to My Account then Company, client and export your list of clients.
Open the file and keep only the client(s) you want to clone. Delete their Client ID.
⚠️ Excel Microsoft on MAC might not work properly. We recommend you use OpenOffice to open and Edit the file which is in UTF8 Format.
Save the file and import it into InvestGlass.
Now you can see the cloned client with a new Client ID.