Adding Assets

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Assets are recorded at the household client level. 

To add an asset for a client:

  1. Navigate to the household client that you wish to add an asset for.
  2. Click the Assets & Liabilities  icon in the vertical nav.
  3. This will default to the Assets sub tab.
  4. Click the  icon to add an Asset.
  5. Complete the fields (required fields will appear in red).
  6. Optional: Use the Owners tab to associate the asset with a particular person.
  7. Click Save.
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