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    • 08/16/2021 at 11:31 am #739 Reply
      Jessie Keleske
      Guest

      Hi,

      Looking to see if anyone can help with creating related groups and house holding clients. We have tested this several different ways and we are looking to see if anyone has any best practices. Thank you

    • 08/16/2021 at 3:03 pm #741 Reply
      Meg Marker
      Guest

      Jessica, our team that works on this would be happy to talk to you and has additional questions. Please contact Tina Allen at TAllen@watrust.com.

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