Clients often want to add accounts for their spouses or children under the same household, streamlining account management. Advisors can easily add household members to an existing client profile, consolidating all accounts in one place. This allows advisors to manage multiple accounts simultaneously and provides clients with a comprehensive view of their household's financial picture. Please note: Household view permissions must be enabled for shared account visibility. Here is the article on how clients can enable this.
- Login to app.zoefin.com
- Search the Primary Client that you are wanting to add a household member for
- Click the client’s "Households" tab
- Click "Add Member” on the right hand side
- Enter the household member’s email, first and last name and phone number (all of these are required)
- Click "Add Member” to save changes
If you need any additional assistance, you can contact the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449