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Households

Advisors and Fully Disclosed Brokers with multiple accounts for a single family or an individual can group those accounts into a household to more efficiently manage those accounts. Individuals and Advisor and Broker clients can request that their accounts be grouped into a household to reduce the amount of paper mail they receive and to view consolidated reporting and account details in Account Management. The primary user of the household, called the Head of Household, is allowed to view reporting and account information of the other accounts in the household.

The Household page in Account Management lets Advisors and Fully Disclosed Brokers:

Rules for Creating Households

Household groups are subject to the following rules:

To create a household

  1. Click Manage Clients > Create and Link Accounts > Household.

  1. If necessary, use the Search field to find the account number, account alias or account titles that you want to group together into a household. Type in the Search field; as you type, the list is reduced to display only those accounts that match your entry.

Once you have created households, you can search for households on Account Management pages that includes the Smart Search field.

  1. Click the check box next to each account that you want to include in the new household.
  2. Click Create Household.
  3. In the Create Household dialog, type the name of the new household group. The accounts that you have selected to be included in the new household are displayed in the dialog. Click Create.

  1. Click the Click here link in the Success popup to open a PDF form.

You can also access any of the required forms by clicking the appropriate button at the bottom of the page.

  1. Complete the form, email it to your clients for their digital signatures and then submit the completed form to us.

  1. Click OK in the Success popup to close the popup.

The new household is added to the list of households.

To add accounts to a household

  1. Click Manage Clients > Accounts > Household.
  2. If necessary, use the Search field to find the account number, account alias or account titles that you want to add to a household. Type in the Search field; as you type, the list is reduced to display only those accounts that match your entry.
  3. Click the check box next to each account that you want to add to a household.
  4. Click Add Accounts to Household.
  5. In the Add Accounts to Household dialog, select the household to which you want to add the selected accounts, and then click Add.

  1. Click the Click here link in the popup to open a PDF form.

You can also access any of the required forms by clicking the appropriate button at the bottom of the page.

  1. Complete the form, email it to your clients for their digital signatures and then submit the completed form to us.
  2. Click OK in the Success popup to close the popup.

To edit the name of a household

  1. Click Manage Clients > Accounts > Household.

  1. In the in the list of households, click the blue pencil icon for the household whose name you want to edit.
  2. In the Edit Household dialog, type the new name of the household, then click Edit.

The household name is changed immediately.

To delete a household

  1. Click Manage Clients > Accounts > Household.
  2. In the list of households, click the X icon for the household you want to delete.

  1. In the Edit Household dialog, type the new name of the household, then click Edit.

  1. In the Delete Household dialog, confirm that you want to delete the household by clicking Delete. Click Cancel if you change your mind.

The household no longer appears in the Household Name section of the page.

To change the Head of Household

  1. Click Manage Clients > Accounts > Household.
  2. Click the Change Head of Household button to display the correct PDF form.

  1. Complete the form, email it to your clients for their digital signatures and then submit the completed form to us.

To remove an account from a household

The advisor, broker or head of household has the authority to remove non-head of household accounts from the Household page in Account Management.

  1. Click Manage Clients > Accounts > Household.
  2. In the list of households, click a household to expand it and display a list of accounts in that household .

  1. Click the X icon for the account you want to remove from the household.
  2. Click Delete in the Remove Account from Household popup.

If you have a stand-alone account:

If you have a stand-alone account such as an Individual account and you want to remove an account from your household, you must use the form accessible via the Remove Account from Household button at the bottom of the page.