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Create PDF (Households)

Select or clear Create PDF to designate which accounts or in a Household groups you build PDF reports for. In some cases, you may not want to create a PDF report when you generate a PDF report from the Households page. For example, you may have an SMA account that might or might not be included in your PDF reporting, but should be part of your client's total net worth picture.

For more information about managing Household direct members, see The Direct Members Panel.

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