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Advisor360 Dashboard - Search from left navigation sidebar
- Type in the exact household or person’s name, account or policy number.
Client - Households Tab - list all existing households for the advisor (and other advisors' for whom the user has proxy access for).
- Next to the Practice360 Group drop down - Filter icon - type in exact household name, or add "%" with partial household name to return a list of households containing the characters that was typed in for search.
If unable to find the household
- Household may exist where advisor does not have access to (see "Household Sharing" article for advisors to share households)
- Household does not exist (see "Prospect / Client Onboarding" article to create household)
- Reach out to Digital Enablement Specialist or email help@charteroakfinancial.com