How Can I Add Household Members to My Account?

Click on Household members, enter individual email id in text box which says Email and click on the “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 an “Authorized” role which means they cannot access any of your portfolio however authorized on your account. Refer to the different levels of roles you can assign. You can change this by editing the user and selecting one of the roles depending on what level of access you would like to assign.