Viewing Financial Account Information for a Household

Here's how to view the financial account information for a household. You can't change financial account information for a household.

You can view the financial account information that's associated with all contacts of the household. For information about viewing the financial account information for each contact of the household, View Financial Account Information on a Contact.

1. Tap Side Menu and then tap Households to display the following:

   • The Households list and details for the selected household in the main pane.

   • A list in the side pane in which you can select the related items for households.

2. Tap a household in the Households list.

3. Tap Financial Accounts in the list in the side pane.

   All financial accounts associated with the household appear in the Financial Accounts list in the main pane.

4. Tap the financial account that you want to view.