There are multiple options for advisor to share households with assistant or another advisor:
1) Share all households access:
- PDS / ATS to request proxy access via iamstrong
2) Share a list of households:
- Advisor to provide list of households exported from Practice360 - Household tab
- PDS to submit request via ServiceNow - Collaboration Services - A360 Support Self Service Request
3) Share only a few households:
- If both advisors are securities registered, they may request Split ID and assign access to that ID in Client360 - Administration Tab - Household Subtab - Edit Household details or Add Advisor ID(s)
- Or advisor may send the list of households to help@charteroakfinancial.com and PDS can manually add the ID to the households for access