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Household Details Page

View/Edit Household Address, Phone, Investor Information and Delete the Household.

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 7 months ago

View and Edit Household Details.

Household Information

Change or Edit the following items:

  • Household Status (Client, Prospective, Sample, Stencil)

  • Household overview Description for your quick reference

  • Note: The Description field will hold information of the household's creation from Discovery Interview, as well as Additional Requests the client entered on the final page of the questionnaire.

  • Name, Address, Phone number

  • Set to Private so only the Lead Advisor can view this household

Edit Household Name

Recover Deleted Items

Search for Members or Financials that have been deleted from the Household within the past 30 days.

Select the check boxes of Members or Financials and click Restore Selected.

Investor Profile

Edit investment experience and priorities. This is an optional report created from the household's Reports page.

Linked Integrations

Select Import from integration, select Import to member, click "import" to import accounts onto the specific member in the household.

Delete/Restore Household

Note: only the Lead Advisor can delete their households. Subadvisors and Delegates cannot delete households. A Subadvisor will disconnect their association with the household if they delete the household. It will no longer appear in the Subadvisor's Household Index.

A deleted household can be restored if the option is available for the advisor on the User Preferences page found by clicking the advisor icon in the upper right area.

4/2024

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