Assets are recorded at the household client level.
To add an asset for a client:
- Navigate to the household client that you wish to add an asset for.
- Click the Assets & Liabilities icon in the vertical nav.
- This will default to the Assets sub tab.
- Click the icon to add an Asset.
- Complete the fields (required fields will appear in red).
- Optional: Use the Owners tab to associate the asset with a particular person.
- Click Save.