Contents

Introduction See a Household

 

Introduction

A Household combines accounts, groups, clients, and client portals together in one place. Some reporting is done at the Household level, like the Net Worth or Financial Plan Summary report. In addition, the membership within your Households determine what can be seen within client portals. Households also help you integrate third-party tools like MoneyGuide, Finance Logix, and eMoney.

This page explains how Tamarac displays Households to advisors depending on their permissions.

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

See a Household

Household visibility depends on your permissions, account access, relationship to the Household, and whether the Household has any accounts in it or not. A Household is considered active when it contains one or more accounts. When a Household has no accounts associated with it, Tamarac considers it empty.

The following table outlines some common Household visibility scenarios:

Scenario	See it if it has accounts?	See it if it doesn't have Accounts?
You have access to the All accounts account set.	Yes	Yes
You don't have access to the All accounts account set, but you created the Household.	Yes	Yes
You don't have access to the All accounts account set, but you have access to one of the accounts in the Household.	Yes	No
You don't have access to the All accounts account set, but you're assigned as the client administrator for a member of the Household.	Yes	Yes