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Accounts

AdviceCloud allows you to view and manage your clients' investment accounts. You can set investment models, risk level adjustments, billing settings, and more for the accounts under your management.

In order to take advantage of all of the features AdviceCloud has to offer, you should create households for all of your clients and assign their respective accounts to these household records.

Bulk-Assign to Households​

  1. Navigate to the Accounts list
  2. Click the Household Assignments button.
  3. On the left side of the Household Assignments page, you will see all existing households in AdviceCloud. On the far right panel, you will see all unassigned accounts in AdviceCloud. In the middle will be the accounts that are assigned to each household.
  4. To assign an account record to a household, find it in the right-side panel and drag it to the right column in the middle table in the same row as the desired AdviceCloud household.
  5. Click the Save button to apply the assignment.