How to Find and View Households (a.k.a. Clients)

After creating households for your clients, you will want to be able to find and view each of them individually. There are two easy ways to do this through your advisor portal: scrolling and searching with autofill.

When you are on the main page of your advisor dashboard, you can find your client is by scrolling down with the cursor on the left.

When you have too many clients to scroll through, a fast and efficient way to find an account is to just start typing the name of your client. You should be able to see your client's record by the time you type the third letter of the person’s name.

Voila! Finding a full record of your client's information has never been easier.
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