Click on Household members, enter individual email id in text box which says Email and click on “Invite” button. An email would be sent to the individual asking them to register themselves on the platform. By default, all invited household members would be allocated “Authorized” role which means they cannot access any of your portfolio however...
There are different roles available to control the level of access you would like to give to your household members. Master This level of access provides full control of the account to the user. They can add/edit/delete anything in your account. They can also invite/add/edit/delete other people (household members) to your household account. The only...
Household members are individuals you choose to include in your family finance management and collaborative financial planning. Understanding the household definition helps you determine who should have access to your financial information. Who Can Be Household Members: Immediate Family: – Spouse or partner – Full financial collaboration – Children (adult) – Financial education and transparency...
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