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Create a New Household
Smart Kx
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57 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
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Select the correct custodian
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Go to the "Accounts" tab
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Click "Create Household"
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Enter the Household Name (Last Name, First Name)
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Enter client's First Name, Last Name, and Email (optional)
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Save
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Click "×"
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To learn how to add accounts to your newly created household, check out our guide: Add Accounts to a Household
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