Advisor360 - Household Sharing

There are multiple options for advisor to share households with assistant or another advisor:

1) Share all households access:

  • DES / ATS to request proxy access via ServiceNow -  Field Access Request Form for General Proxy Access (New Business Pending)

2)  Share only a list of households:

  • Advisor to provide list of households exported from Client - Household tab
  • DES 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 – Profile Subtab - Edit Household details or Add Advisor ID(s)
  • Or advisor may send the list of households to help@charteroakfinancial.com and DES can manually add the ID to the households for access

 

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