Let's say you want to make an Asset-Map for yourself and you do not want anyone else to see it.

Click the 'Private' checkbox on the Household Details page and click 'Save'

No delegate or sub-advisor will be able to see or search for the household in your Household Index, and they will not be able to view or edit it. Only your log-in will have access to it.

Tags: confidential; hidden, household


1/2019

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