How Do I Assign or Reassign a Household to an Advisor?

hello I'm here to show you how to

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reassign households using income lab

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this will give you the ability to move

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households between different advisers to

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reassign a household select household at

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the top leftand corner of your

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screen from there look through your list

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of households and find the one you would

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like to

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change go to the three dot icon on the

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far right of the household and we're

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going to select reassign it should be

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the icon with the circled arrow

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after clicking that simply use the drop-

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down menu to select who you would like

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the assignment change to then you can

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click

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continue and there you have it this

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allows an adviser to have edit access if

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you ever need other advisers to have

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access to a household this is the easy

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way in order to do so thank you for

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watching this video we hope this helps

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and please reach out to our team if you

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have any questions