Difference Between Household & Individual Client Labeling

There might be goals, accounts, or incomes that apply to certain individuals and not the entire household. However, for a household consisting of only a client and no co-client or family members, it doesn't make a difference whether it applies to a client or a household.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk