From Client iQ select or search for your desired client

Select the Edit icon

You will now see the Client Profile Editor page

Select the Basics & Demographics tab.

Scroll to the Other Info section,

select the Custody Order box.

Once selected, you will see an Upload Custody Order button appear.

Once your order is uploaded, it will be listed in your Client Files.

To download, edit, or delete the Custody Order, from the Client Files, select the 3 dots icon, and then select the action you want to take