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Home > Advisor View > Accounts, Groups & Households > Accounts > Creating and Maintaining Accounts > Maintaining Accounts: The Service Team Panel
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Maintaining Accounts: The Service Team Panel
The Service Team panel allows you to see the service teams that are assigned to an account. Since the account can be assigned to multiple Households, there may be multiple service teams listed here. If you need to make a change to the service team assignments, you'll need to make the change at the Household level.
This Help topic discusses only the fields on the Service Team panel, available when you edit an account. For more information on editing accounts, including how to navigate to this panel, visit Maintaining Accounts in Advisor View.