Change Subscription for a Managed Account

Managed Accounts are priced at a wholesale rate and are billed to your firm. 

To change the Subscription on a Managed Account, Navigate to Aero Advisor > Managed Accounts. Find the account you want to change and click the Manage button.

On the Manage Advisor Account screen, click the Change Subscription button. 

On the next screen, choose the subscription you want for this particular Managed Account and click the Change Subscription button. The subscription will be updated for this Managed Account only. If you want to change the subscription size for others, you will need to follow the same process.