To assign accounts to households:
1. From Integrations → Data Sources → Under Integration, select the custodian:
2. Under 'Assign Accounts', the custodian account list is shown:
3. Using the 'Search' filter and column sort (ie sort by account 'Balance'), select the account(s) to assign to a client/household
4. Under 'Bulk Action', choose one of the following options:
- Assign to New Client: Click on 'Assign to New Client' → Provide Client/Household Name → Click 'Add Client' (Optional) Invite investor to their client portal
- Assign to existing client: Select an existing client from the pull-down menu → Click on 'Assign Accounts'
- Unassign from client: Unassign from client → Click on 'Unassign Accounts'