Advisor360 - Household Name Edit / Delete

Reasons for Household Name Edit

• Spelling error
• Correct naming standard (ex. LAST NAME, FIRST NAME)
• Name change
• Include both spouses
• Change of head of household
• Include middle name / initial
• Marriage / divorce

Why Delete Household

• Combining / Merging households
• Duplicates

How to proceed

• Client360 – Administration Tab – Profile subtab – Edit Household Details