Similar to your experience as an advisor, clients can toggle between their MDFA and referral accounts using the drop down menu in the top left corner.
Clients with accounts on both platforms will see two options:
“My primary advised account” gives them access to all their core MFDA accounts (e.g. TFSA, RRSP).
“My secondary advised account” gives them access to any accounts they have on the referral platform (e.g. RESP).