Advisors and 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, 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 Client Portal. 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.
Advisors and Brokers can create households, add accounts to households, and perform other tasks related to households in Portal. Clients must then sign and return the Householding form in order for the household that has been created to become active.
Additional Information
- To find out more about how to create a household group, see the Advisor Portal Users’ Guide.