Household view
The Household view brings related accounts together so you can see your household’s full financial picture in one place. It combines eligible accounts across family members or related entities into a single view.
How you can use the Household view
- View accounts across family members
- See combined balances and totals
- Understand shared financial relationships
How it works
- Navigate to Households (if available)
- Select your household
- Review the combined balances and account list
Your dashboard may also reflect household-level totals, depending on your settings.
All Household Articles
Household View
Brings related accounts together so you can see your household’s full financial picture in one place.
Combined Net Worth
Shows the total value of assets and liabilities across your household.
Accounts Across Family Members
Shows related accounts within your household.
Household Totals
Explains how balances are combined across accounts.