Which information can you find under the Relationships Tab? – (Check the 3 that apply)

Which information can you find under the Relationships Tab? – (Check the 3 that apply)
A . Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
B. Primary household Information, including the members of the household and how the household is related to other groups.
C. Related accounts – accounts not directly included in the primary household.
D. Related contacts that play a role in the financial world of the client (i.e a family lawyer)

View Answer

Answer: B,C,D