Do you offer householding? Not yet. We do, however, allow Advisors to flip between co-owned accounts with the simple click of a button. Related articles Webinars Can clients transfer over assets in-kind? Can I integrate my financial planning software with your platform? How do I stay informed as an Advisor? Whose responsibility is collecting KYC information and assessing suitability? Comments 0 comments Please sign in to leave a comment.