Add Account to Existing Contract | Scribe

    Add Account to Existing Contract

    • Smart Kx |
    • 17 steps |
    • 2 minutes
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      2
      Select the custodian
      3
      Go to the "Accounts" tab
      4
      Click "No Household" to find orphaned accounts
      5
      Select the account to add to household
      6
      Select the household
      7
      Click "Save"
      8
      Go to the "Clients" tab
      9
      Select the household
      10
      Go to the "Accounts" tab
      11
      Click on the active contract
      12
      Click "Amend"
      13
      Select the account to add to contract
      14
      Proceed through contract creation and review "Summary" tab
      15
      Click "Amend"
      16
      Click on the newly created contract
      17
      Check that information is as expected