If your partner account is marked as restricted, you will see a visual identifier in the bottom left corner of the advisor dashboard. Restrictions can happen on one of the following two levels:


On any client account onboarded via your advisor dashboard, neither you nor any other staff member will be able to approve or pay any expenses on a client's account in Roger. This is a common legal requirement for bigger accounting companies.


The same as above applies, although staff members will be able to approve expenses.

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