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Add Clients

This setting allows you to add clients to a Household. Adding clients to a Household allows the person with that email address to access the client portal for that Household. A client can be an investor or anyone you want to have access to a portal, such as a CPA, attorney, etc.

For more information about managing clients in Households, see The Clients Panel.

For more information about clients and client portals, see Learn More About Clients and Client Portals.

For more information about managing Households, see Learn More About Households.