Add Accounts to a Household | Scribe

    Add Accounts to a Household

    • Smart Kx |
    • 11 steps |
    • 48 seconds
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
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      Make sure to search in the specific custodian number and not "All Custodians" as All Custodians only displays active contracts and accounts.
      2
      Select the correct custodian
      3
      Go to the "Accounts" tab
      4
      Search for the accounts to add to household
      5
      Click on the Account Number
      6
      Click the Household dropdown to select the corresponding household
      7
      Click "Save"
      8
      Go to the "Clients" view
      9
      Search for the household you added accounts to
      10
      Click the household
      11
      Go to the "Accounts" tab to view your newly added accounts