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