You will need to check the Owners settings in each of the funds. These may have doubled.
- Go to your client's CRM > Financials > Investment Portfolio > View Investments > View all investments
- Click the Edit icon next to the fund to see their details
- Scroll to the Owners section
Do you see a double in Owners details?
If so, please click simply click Add/Edit Owners and remove one of the Owner entries.
Don't forget to do an 'Import Existing Portfolio' to your Advice Wizard scenario so this is updated correctly.
If you have any questions, please email our support team at firstname.lastname@example.org