Accounts assigned to households

Accounts assigned to households are your firm's active households, each with the active accounts assigned to it, and your firm's active accounts. The console shows them on the Assign Accounts to Households page, reached from Household Assignments on the Accounts tab.

An account is assigned to one household at most. An account assigned to no household is listed under source and in no household's assigned.

📄️Get the accounts assigned to households

Returns your firm's active households, each with the active accounts assigned to it, and all of your firm's active accounts, assigned to a household or not. `suggested` is always `{}`.

📄️Assign accounts to households

For each household ID in the request body, assigns the household the accounts in its array, and removes its other accounts, which are left with no household. Households you leave out do not change. Returns the accounts assigned to households as **Get the accounts assigned to households** returns them. If your firm has no household with an ID in the request body, or no account with an ID in it, the response is `404` and nothing changes.

📄️Get suggested account assignments

Returns, for each of your firm's households, the accounts with no household that match it. An account matches a household when the account's owner name and address are close to the name and an address of a person in the Wealthbox household that the household is linked to. Nothing is assigned: to assign accounts, call **Assign accounts to households**.