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Create Household

Create a new household to organize related clients for comprehensive family-based financial planning.

Required Permissions​

households

Overview​

Households allow advisors to group related clients together for streamlined family-based management. Each household can have one assigned advisor and multiple clients. Households help organize family relationships and provide a structured approach to family financial planning.

Workflow​

You must be logged in as an advisor to complete the following steps.

  1. Navigate to a client's details page where you want to create a household.

    Missing Permissions

    If you receive a message stating you do not have the appropriate permissions to view the page, please contact your administrator and request households permissions.

  2. Click on the Households tab in the client details page.

  3. Click the + Create Household button in the top-right corner of the Households section.

  4. Fill out the household creation form:

    • Household Name: Enter a descriptive name for the household (required)
    • Description: Provide additional details about the household's composition (optional)
    • Advisor: Select the advisor who will manage this household (required)
    • Status: Choose whether the household should be active or inactive (defaults to active)

  5. Click the Create Household button to save the new household.

  6. The current client will automatically be added to the new household, and you'll be redirected to the household details page.

Household Properties​

Required Fields​

  • Household Name: A unique, descriptive name for the household
  • Advisor: The advisor responsible for managing this household

Optional Fields​

  • Description: Additional context about the household's composition or focus
  • Status: Whether the household is active (can be used) or inactive (archived)

Best Practices​

  • Use descriptive household names that clearly indicate the family composition
  • Add meaningful descriptions to help other team members understand the household's focus
  • Ensure the assigned advisor has the necessary permissions to manage the household
  • Consider creating households based on family relationships, life stages, or wealth levels

Next Steps​

After creating a household, you can: