How to Stop Impersonating a Client
When you need to exit client impersonation mode in the InvestorKit client portal, follow these simple steps:
Method 1: Using the Stop Impersonating Button
- Look for and click the "Stop Impersonating" button in the client portal
Troubleshooting
If you're unable to find the Stop Impersonating button, try this alternative method:
- Click on the "My Account" tab
- Select "Logout" to end the impersonation session
Remember to always exit impersonation mode when you're done assisting clients to maintain security and prevent confusion.