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Distributor Guide · Guide 01

Create, Edit & Manage Family

Distributors often manage portfolios for multiple members of a family. The Family feature helps get a consolidated view of the household. Group clients of the same family for a unified view of portfolio status, wealth, asset allocation, and financial goals.

  1. •
    Go to the Clients tab on your dashboard. Click on 'Create Family' to create a new family.
  2. •
    A popup opens. Enter a 'Family Name' to identify the family. Click 'Add Members' and choose family members from the dropdown list of clients.
  3. •
    Recheck details and click 'Create Family'.
  4. •
    To edit an existing family, click on 'Edit Family'.
  5. •
    A popup opens. Select the family you want to edit from the dropdown menu.
  6. •
    You can rename the family, add or remove members, or delete the entire family.
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