Deactivating a Household
Advisors have always had the functionality to activate households to provide access to the CircleBlack Investor portal. Now, if an Advisor needs to revoke an household’s access to the Investor portal, they can deactivate a household.
-
From any Household’s dashboard, expand the Household Info tile to view the Household Info Page.
-
Click the Deactivate button and then, on the Deactivate Household model, click the Deactivate button.