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How Do I Move Households In Stratifi?

This article will show you how to move households from one advisor to another

  • From the Households page select the household(s) that you want to move. The Move to another advisor button will illuminate; click on it.
    Moving household 01

  • The Move to another advisor pop-up will appear. Click in the search field, or click on the drop-down arrow, to find the name of the advisor you want to move the households to.
    Moving household 02

  • Select the name of the advisor by clicking on it.Moving household 03

  • Click on Submit to move the households.
    Note - All clients and accounts associated with the household should also be moved to the selected advisor.
    Moving household 04