R-Desktop : Adding and Maintaining Client Information (CIF) : Viewing Advisor Details
Viewing Advisor Details
You can track and reassign introducing advisors with this feature.
To view advisor details 
1. Follow the procedure Viewing Client Information.
2. Select Advisor from the More... list. The Advisor Details dialog appears.
3. To change the advisor, click the Find button to search for and select one.
4. Click Update. The dialog closes The introducing advisor is updated.