During the course of managing clients in a household at times, an Advisor is required to remove a client from a Household. This enhanced functionality will allow an Advisor user to remove a client from a household that could result in an empty household that will be deleted.

The functionality addressed here deals with:

• Removing the head of a household and specifying another client from this household as the new head of the household
• Deleting the empty household while removing the last active client from the household.
• Advisors cannot view the deleted household on their dashboard

The following describes the nuances associated with this process:

• Currently an advisor cannot remove clients out of a household that have aggregated accounts. This process will continue.
• Currently an advisor can remove only clients they manage. This process will continue.
• Currently a Firm Manager user can only remove the clients they manage in the household. This process will continue.
• If a household is deleted, none of the advisors who were managing this deleted household, can view the deleted household.

The following describes “how to” steps for removing last active client or the head of the household from a household.

A. Removing the head of household

The following flows deal with removing the head of a household and specifying another client from the same household as the new head of the household.

Flow 1: Household Info Page

1. From the Household’s dashboard, locate the Household Info tile and click the tile’s expand icon to view the Household Info page.
2. On the Household Info Page, click the Actions dropdown and select the Remove Clients from Household option. Select the head of the household.
3. Click on the Remove Clients button. This will open the Remove Clients From Household modal window
4. In the modal window Cancel button is enabled and the Remove Clients button is disabled. Select an existing client from the household as the new head of the household. This will enable the Remove Clients button.
5. Click on Remove Clients
6. The Clients Removed confirmation modal is displayed.

Flow 2: Manage > Clients

1. Click Manage, then Clients. On the Clients page, click the Actions dropdown and select Remove Clients from Household.
2. Then, search among the list of Clients to remove. Select the clients to remove and then click the Remove Clients button.
3. Continue from step 4 from Flow 1: Household Info Page above (A. Removing the head of household).

B. Removing the last active client from the household

The following flows deal with removing the head of a household and specifying another client from the same household as the new head of the household.

Flow 1: Household Info Page

1. From the Household’s dashboard, locate the Household Info tile and click the tile’s expand icon to view the Household Info page.
2. On the Household Info Page, click the Actions dropdown and select the Remove Clients from Household option. Select the head of the household.
3. Click on Remove Clients button.
4. The Delete Household message modal will be displayed stating that the household will be deleted since the advisor user choose to remove all the active clients from the household. The user can select to Cancel or Continue.
5. Click on the Continue button. The Remove Clients from Household modal confirmation window will be displayed listing all the clients to be deleted from the household. The advisor user has option to Cancel or Remove Clients.
6. Click on Remove Clients button.
7. The Clients Removed confirmation modal is displayed.

Flow 2: Manage > Clients

1. Click Manage, then Clients. On the Clients page, click the Actions dropdown and select Remove Clients from Household.
2. Then, search among the list of Clients to remove. Select the clients to remove and then click the Remove Clients button.
3. Continue from step 5 from Flow 1: Household Info Page above (B. Removing the last active client from the household).

C. Losing Access to a Shared Household: Household managed by multiple advisors and Advisor does not manage the head of the household - the Advisor removing all the clients managed by the Advisor in the household

Multiple advisors manage a household and an advisor manages a client who is not the head of the household - when this advisor removes this last active client (who is not the head of the household) advisor will lose access to the household.

Flow 1: Household Info Page

1. From the Household’s dashboard, locate the Household Info tile and click the tile’s expand icon to view the Household Info page.
2. On the Household Info Page, click the Actions dropdown and select the Remove Clients from Household option. Select all the clients the advisor user manages in the household.
3. Click on Remove Clients button.
4. The Shared Household modal will be displayed stating that the advisor user will lose access to this household. The user can select to Cancel or Continue.
5. Click on the Continue button. The Remove Clients From Household modal confirmation window will be displayed listing all the clients to be deleted from the household. The advisor user has option to Cancel or Remove Clients.
6. Click on Remove Clients button.
7. The Clients Removed confirmation modal is displayed.

Flow 2: Manage > Clients

1. Click Manage, then Clients. On the Clients page, click the Actions dropdown and select Remove Clients from Household.
2. Then, search among the list of Clients to remove. Select the clients to remove and then click the Remove Clients button.
3. Continue from step 5 from Flow 1: Household Info Page above (C. Loosing Access to the Shared Household).

D. Household managed by multiple advisors and the Advisor removing a client manages a subset of the clients including the head of the household but not all the clients in the household

This advisor user will not be permitted to remove all the clients including the head of this household since this would result in a household without a head of the household.

Flow 1: Household Info Page

1. From the Household’s dashboard, locate the Household Info tile and click the tile’s expand icon to view the Household Info page.
2. On the Household Info Page, click the Actions dropdown and select the Remove Clients from Household option. Select all the clients the advisor user manages in the household.
3. Click on Remove Clients button.
4. The Can Not Remove Client modal will be displayed stating that the clients including the head of the household cannot be removed since the household is managed by other advisors.

Flow 2: Manage > Clients

1. Click Manage, then Clients. On the Clients page, click the Actions dropdown and select Remove Clients from Household.
2. Then, search among the list of Clients to remove. Select the clients to remove and then click the Remove Clients button.
3. The Can Not Remove Client modal will be displayed stating that the clients including the head of the household cannot be removed since the household is managed by other advisors.