Step 1  

Go to My Account then  Company, client and export your list of clients.

Step 2  

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.

Step 3  

Save the file and import it into InvestGlass.

Step 4 

Now you can see the cloned client with a new Client ID.

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