1. On the “Clients” page, click “Manage” next to the household you would like to view. On the expanded Household View page, you can view the client’s Flourish balance(s), their External Account balance(s), and key settings.
2. Click on “Settings” and scroll to the bottom of the page, where you can view currently assigned advisors and assign new advisors to this household.
You can also assign/unassign advisors from households directly from the Clients page. Click here to learn more.