If you have merged clients by mistake you can demerge them from the Folio lookup menu in your Advisor portal.



Here, you can view two name columns

  1. Applicant (Folio) - The name of the first holder of the folio as per the Registrar
  2. Applicant (Mapped to) - The name of the first holder of the folio in Investwell Mint. When you merge clients this name changes to the primary investor.


To demerge 2 or more clients you need to select all the folios that have been mapped to the incorrect person and choose the action on the top to Assign folios to New applicant.




Once this is done, you can correctly merge the clients again from the clients menu by following these steps