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Householding in Morningstar Office Cloud

Householding in Morningstar Office Cloud

 It's easy to add clients to a household in Morningstar Office Cloud. Do the following:

  1. From the Menu, select Clients & Accounts. The Clients & Accounts workbook opens.

    clientsaccounts.jpg

  2. Hover the cursor over the name of the client you want to be the primary. The Actions icon appears. Click the Actions icon. The Actions menu opens.

    Actions1.jpg

  3. From the Actions menu, select Client. The Client menu opens.
  4. From the Client menu, select Merge with Source Client. The Merge with Source Client menu opens.

    Client.jpg

  5. Select the name of the client you want to bring into the household, or search for their name in the search field. A new menu opens.
  6. From the menu, click the Relationship to Target Client drop-down field and select a relationship, then click Done. A confirmation message appears, confirming the source client was merged into the target client.

    Relationship.jpg

If you later decide you no longer want the clients in the same household, you can un-merge the clients by doing the following:

  1. Hover the cursor over name of the client. The Actions icon appears. Click the Actions icon, then select Members. The Members menu opens.

    Members.jpg

  2. From the Members menu, select the name of the client you want to remove from the household. A new menu opens.

    Members2.jpg

  3. From the menu, select Split as New Client. A confirmation message appears, confirming the client was split.

    Members3.jpg
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Last update:
‎10-17-2018 04:01 PM
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