Create a New Household | Scribe

    Create a New Household

    • Smart Kx |
    • 9 steps |
    • 57 seconds
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      2
      Select the correct custodian
      3
      Go to the "Accounts" tab
      4
      Click "Create Household"
      5
      Enter the Household Name (Last Name, First Name)
      6
      Enter client's First Name, Last Name, and Email (optional)
      7
      Save
      8
      Click "×"
      9
      To learn how to add accounts to your newly created household, check out our guide: Add Accounts to a Household