Add Account to Existing Contract | Scribe

    Add Account to Existing Contract

    • Smart Kx |
    • 0 step |
    • 2 minutes
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      Select the custodian
      Go to the "Accounts" tab
      Click "No Household" to find orphaned accounts
      Select the account to add to household
      Select the household
      Click "Save"
      Go to the "Clients" tab
      Select the household
      Go to the "Accounts" tab
      Click on the active contract
      Click "Amend"
      Select the account to add to contract
      Proceed through contract creation and review "Summary" tab
      Click "Amend"
      Click on the newly created contract
      Check that information is as expected

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