How to Create a Household

To risk-profile each partner of a couple individually and combine their preferences into one suitable plan for both partners, you must first create a household.

Step-by-step instructions: creating a household

To create a household, click the Create new client button top right hand corner of the screen.

Next, select Household instead of Individual and enter the household's name and investment amount.

Next, you will individually enter each partner in the household's name, email address, and date of birth.

Next click Create Household, and you will be taken to the household's profile page.

From here, you can individually send each household member a unique link to the Risk Activity. Once each partner has individually completed the Risk Activity, you will see all information and documentation about this household on this page. For more information about sending the Risk Activity to clients, see our article on How to Send the Risk Activity to Clients.

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