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Add Accounts to a Household
Smart Kx
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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
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3
Go to the "Accounts" tab
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Search for the accounts to add to household
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Click on the Account Number
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6
Click the Household dropdown to select the corresponding household
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7
Click "Save"
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8
Go to the "Clients" view
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Search for the household you added accounts to
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Click the household
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11
Go to the "Accounts" tab to view your newly added accounts
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