Skip to main content

Linking a Relationship

Link related clients (e.g., married couples or company directors) in Accelerate for easier management.

Tom White avatar
Written by Tom White
Updated over 6 months ago

Sometimes you'll have a few relationships that are linked. For example, you could have two private individuals that are married, or you could have a director of a company that wants to use a personal finance type!

Note: If the relationship is a private individual, you can link it to the other private individuals, However, you can link a company to a private individual by opening the company first and then clicking the Add Rel. Link button.


To add a link click 'Relationships in the menu, click the pencil icon on the relationship of your choice then click the 'Add Rel. Link' button:

Here, you can choose which relationship it's linked to and what the link is:

Once you're happy with the link, click the ‘Save’ button.

Once saved, linked relationships are stored on both relationship pages under the 'Linked Relationships' table:

Did this answer your question?