Add Accounts to a Household | Scribe

    Add Accounts to a Household

    • Smart Kx |
    • 0 step |
    • 48 seconds
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      Make sure to search in the specific custodian number and not "All Custodians" as All Custodians only displays active contracts and accounts.
      Select the correct custodian
      Go to the "Accounts" tab
      Search for the accounts to add to household
      Click on the Account Number
      Click the Household dropdown to select the corresponding household
      Click "Save"
      Go to the "Clients" view
      Search for the household you added accounts to
      Click the household
      Go to the "Accounts" tab to view your newly added accounts

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