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

HH_1.png

HH_2.png

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

Screen_Shot_2020-07-31_at_10.51.08_AM.png

You can navigate to any contacts or other accounts within that household directly from here. Additionally, you can manually Add Accounts, Assign Accounts, and Rebalance here as well by clicking Actions in the upper right. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.