Let's say you want to make an Asset-Map for yourself and you do not want an administrative assistant to see it.
Open the Household.
Click their name in the upper right area.
Click "Edit" next to their Household name to view their household information page.
Click the "Private" checkbox.
No delegate 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 and sub-advisors whom you have shared the household with will have access to it. If someone else is using your log-in they will be able to view your private household!
Tags: confidential, hidden, household, data, private, secure
12/2025