Households

Many advisors organize their clients by Households. A Household consists of one or more contacts, most commonly a couple or family.  Householding is a great way to organize contacts that you'd like to view and manage together. 

There are a few ways to navigate to a Household:

  1. On the contacts grid in the Contacts tab, there is a Household to the right of each contact
  2. Once on a contact record, select the dropdown next to the contact's name

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From the Household page, you can see all contacts that are within that household, as well as all accounts owned by those contacts.

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You can navigate to any contacts or other accounts within that household directly from here. Additionally, you can create portfolios and rebalance here as well by clicking Actions in the upper right. 

 

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