After choosing a client household in the Advisor Portal > Clients tab, you can manage their information and access using the three tabs to the right of the client list. The first of these is the Personal Info tab, which is where you can enter the names, birthdays, and contact info for each household:
Contact Information
If you have imported the household via a third-party CRM integration, like Redtail or Wealthbox, some of the contact information may already be present within the Personal Info tab.
Client names and birthdays are shared between the Clients tab of the Advisor Portal, and the Profile > Family tab of the Client Plan. Contact information does not impact the Client Plan in any way.
When updating a household address, be sure to enter a full address (street, city, state, and zip code), or your changes will not be saved.
Note on 'Residence State'
Please note that the 'State' field within Personal Info > Contact Information is not connected to the 'Residence State' input within the client plan. To enter a resident state in the plan, navigate to Profile > Family and open the Client card:
Team Sharing
For advisors with Team Sharing enabled, you can choose whether you want a specific client household to be 'Shared with teammates', or 'Private'. Choosing the Private option will prevent teammates who are in Collaborator or Observer roles from accessing the plan:
Group
You can choose a specific household's Client Group within the 'Select group' dropdown at the bottom of the Personal Info tab. Client groups are created and managed within the Client Settings > Client Groups tab of the Advisor Portal:
