Who are Household Members?

Household members are individuals with whom you would like to share your portfolio. They could be anyone like siblings, parents, children, parents, friends, etc. You can define different access levels for each of them based on how much access you would like to give them.

These are separate from Owners, individuals or companies who own assets or liabilities. Household members don’t need to own or be named on any of your assets/liabilities.