As a front-end user, you cannot change the entity type for an existing client record in Client Manager. However! You can ask us as we can do this change behind the scenes.
Please note it will take a few business days for us to action, so please be mindful when creating your entity that you are choosing the right entity type from the get-go.
If you need our help with this, please email us the client record details (the full name would be sufficient) and the entity type you want to change this to.
If you have any questions, please email our support team at cmsupport@openmarkets.com.au