Most tools force a choice between full account access and no visibility at all.
Without granular roles, giving a family member or advisor visibility usually means handing over full access — or none.
Access granted informally, over email or a shared login, is impossible to track or revoke cleanly later.
Without real sharing, "keeping everyone in the loop" turns into forwarded PDFs and outdated screenshots.
Share a single portfolio or your entire account
Viewer role for read-only access
Manager role to allow editing
Revoke access at any time
See everything shared with you, in one place
Not every relationship needs the same level of access. Share a single portfolio with a financial advisor who only needs to see that one, or open up your entire account to a partner managing finances together with you.
Access is scoped to exactly what you choose to share — nothing more. Anything you haven't explicitly shared stays private.
Viewer access is read-only: the person you share with can see holdings, performance, and reports, but can't change anything. It's the right fit for a family member who just wants visibility, or an advisor doing a review.
Manager access allows editing — useful when you actually want someone helping you manage the portfolio day to day, like a spouse or a trusted partner, not just watching from the sidelines.
Access management isn't just about what you give away — it's also where you see every portfolio and account that other people have shared with you, all in one overview instead of scattered across separate logins.
Whether it's a family member's portfolio you help manage or a joint account you both watch, it shows up right alongside your own.
Pick a single portfolio, or your entire account, for the person you want to grant access to.
Set them as Viewer for read-only access, or Manager if they should be able to edit.
Change or remove access whenever you want — nothing is permanent.
Manages money with or for family — a spouse, a parent, an adult child — and wants everyone to see the same honest numbers without merging accounts.
Works with a financial advisor or partner who needs real visibility — or real editing rights — without getting your full account credentials.