How do I link my CEP account with a client's User account?

To link user and CEP affiliate accounts, be it accounts created before 10 April 2020, unlinked user accounts, or if the client wants to change to be assisted by another Certified Estate Planner, you can do so by emailing your client (cc) through the same email you registered your affiliate account with. Once the client has agreed, our staff will proceed to link the account.