Advisor Householding Overview

A critical step in beginning to use CircleBlack is creating households under the Manage tab of CircleBlack Advisor.

Households allow Advisors to view a consolidated portfolio view of their clients' accounts, provide access to the Investor portal, and sync CircleBlack data with our Risk, Financial Planning, CRM, and Billing integration partners.

Learn how to do each of the following:

• Create A New Household

• Add Client to an Existing Household

• Move Clients from a Household

• Move one or more Accounts from one Client to another Client

• Remove Client from a Household

• Deactivate a Household

• Deactivate & Activate a Client

• Merge or combine Households

• Deleting Household - Removing Last Active Client