The advisor of a household will be able to do this by following the steps below:
- Log onto the advisor dashboard
- Click Clients, located in the menu on the left
- Search for and click the name of the household whose pricing should be updated
- Select Settings and click the “Edit” button corresponding to “Household Billing Plan”
- Choose one plan from the list displayed and click Update Plan
- If a different pricing plan is needed contact an admin of the firm so they may create it