Create a New Household | Scribe

    Create a New Household

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

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