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Wealth Management > Households > Managing Households > Profiling Households

Profiling Households

You can profile households by updating the information in household records.

To profile a household

1. Select the household.

   For instructions on selecting households, see Finding Records.

2. On the Household Detail page, click Edit.
3. On the Household Edit page, fill in the information. For a description of the fields, see Household Fields.