Households

Households let you view related accounts together so you can see a complete financial picture across family members or entities. Instead of looking at accounts one person at a time, Households bring everything into one combined view. This helps you understand total assets, liabilities, and net worth in context.

The purpose of Households

• See a combined financial view across family members
• Understand total net worth in one place
• Track assets and liabilities across related accounts
• Simplify conversations about shared financial goals

Households are especially helpful when planning for retirement, estate planning, or managing shared assets. They allow you and your advisor to focus on the full picture rather than individual accounts in isolation.

Where to find Households

• Household View displays combined accounts and balances
• Dashboard may reflect household totals, depending on your settings
• Reports can be generated at the household level
• Insights may analyze trends across the full household

How household totals are calculated

Household balances reflect the combined totals of all accounts included in the household. Household totals update automatically as account data changes. Assets and liabilities are grouped together to show:

• Combined net worth
• Total assets
• Total liabilities

The accounts included in a household depend on how your financial institution has structured relationships and permissions.