Adding a Client to an Existing Family

Adding a Client to an Existing Family

Please follow the steps below to add a client to an existing family.  Remember that a "Family" signifies a group of clients that can enjoy asset aggregation across each client (member) within the family, while still receiving individual invoices per client (member) that display client-specific data. This setup is advantageous for clients aiming to utilize total asset aggregation that each account can benefit from in a tiered fee schedule while separating client-specific invoices for each client within the family.


An example "Family" can consist of parents and adult children who seek separate invoices but still wish to benefit from total aggregation of billable assets.
​

To Add a Client to An Existing Family:

- Go to the Clients page


- Hover over the pencil next to the client you wish to add to the family

- Click "Add to Family"

A slideout window will open

- Click "Yes" to the question "Add to an existing family?"

- Select the Existing Family Name in the dropdown box


- Click Save

- Save for the Current or Next Cycle