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Creating Teams

Have multiple members in your firm working on a team? Here's how to make sure they're assigned to their proper client households!

A feature gone mostly unnoticed, but remains important nonetheless, is the ability to add users as team members for a client. If an advisor has other colleagues working on a specific client with them, we've created a way to recognize those members by looking at the client's household screen.

This feature also comes in handy when opting into our Age Reminders Digest, a weekly email feature available to our Premium subscribers.

To add users to a team, open the client's Household page. In the Household > Details section, users can assign the Primary Advisor assigned to the client and add multiple team members. 



The Primary Advisor and Team fields do not impact household access. To grant a different advisor/user access to a household, contact your Firm Admin.

It is not currently possible to batch assign or unassign multiple households to advisors or teams.