The Primary Contact on a client profile cannot be automatically switched to another person in the houshold once the profile has been created. This restriction exists because the primary contact is associated with data used in other features on the platform. Since this role is linked to various data integrated into other features, changing the primary contact between spouses could affect existing records and workflows.
If you would like to change which spouse or person is listed as the primary contact, the following options are available:
Delete the Existing Profile
The current profile can be deleted to create a new one.
After deletion, a new profile can be created with the desired spouse listed as the primary contact.
Create a New Profile
A new profile can be created with the other spouse set as the primary contact from the start.
Important Considerations
Deleting a profile may remove previously entered information and documents associated with that account. Deletions are permanent and cannot be recovered.
If a new profile is created, the client may need to re-enter responses or information for document creation (if they are active with wealth.com).