Migration

What has changed?

• Where to find your historical transactions and plans after migration
• Understanding your migrated account
• Understanding your migrated client data
• Migrating from the legacy platform to Platform: what to expect

Roles and access after migration

• What your Platform role can see and do
• How user roles have changed: legacy platform to Platform
• What to do if your access looks wrong after migration

Common migration problems

• A client appears to be missing after migration
• Plans did not migrate as expected
• Transactions or amounts look different from the legacy platform
• Contact us about a migration issue