Move Clients from a Household
Clients in a household can be moved to another household or moved to create a new household. Some key notes include:
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the move clients functionality only applies to Households with two or more clients
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clients that have Yodlee accounts cannot be moved as they are linked via the Yodlee integration
There are two flows for moving clients: 1) Manage → Clients Page and 2) Household Info Page
Flow 1: Manage → Clients
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Click Manage, then Clients. On the Clients page, click the Actions dropdown and select Move To Another Household.
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Then, search among the list of Clients to move. Clients can be part of an existing household or not yet mapped to a Household. Select the Clients to move and then click the Select New Household button.
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The complete the client move, following the same steps described above for either creating a new household or adding to an existing household.
Flow 2: Household Info Page
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From any existing Household’s dashboard, locate the Household Info tile and click the tile’s expand icon to view the Household Info page.
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On the Household Info Page, click the Actions dropdown and select the Move to Another Household option. Select the client(s) to move. Note: in this functionality, you cannot move all clients from a household.
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The complete the client move, following the same steps described above for either creating a new household or adding to an existing household.