Bridge Financial Technology

Overview and Shortcuts to navigating client data

Viewing Client Accounts

How to organize and access account details

How to find accounts without fee structures and how to find accounts that are not assigned a billing group

Changing a Household or Account name once it's been created

Overview of how to remove accounts from Atlas

How to update the account type once created

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you