It's easy to add clients to a household in Morningstar Office Cloud. Do the following:
- From the Menu, select Clients & Accounts. The Clients & Accounts page opens.
- 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.
- From the Actions menu, select Client. The Client menu opens.
- From the Client menu, select Merge with Source Client. The Merge with Source Client menu opens.
- 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.
- 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.
If you later decide you no longer want the clients in the same household, you can un-merge the clients by doing the following:
- Hover the cursor over name of the client. The Actions icon appears. Click the Actions icon, then select Members. The Members menu opens.
- From the Members menu, select the name of the client you want to remove from the household. A new menu opens.
- From the menu, select Split as New Client. A confirmation message appears, confirming the client was split.
