How can I view portfolio of my family members?
On the Web Platform:
- Navigate to your Dashboard.
- Select the account(s) of your family members that you want to view.
- Click on the "Apply" button.
- The dashboard will update to display the portfolio data of the selected accounts.
On the Mobile App:
- Tap on the title of the Net Worth banner (with the dropdown icon).
- Select the account of yourself or your family members that are added to your Family Dashboard.
- The dashboard will refresh and show the portfolio details of the selected account(s).
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How can I view portfolio of my family members?
On the Web Platform:
- Navigate to your Dashboard.
- Select the account(s) of your family members that you want to view.
- Click on the "Apply" button.
- The dashboard will update to display the portfolio data of the selected accounts.
On the Mobile App:
- Tap on the title of the Net Worth banner (with the dropdown icon).
- Select the account of yourself or your family members that are added to your Family Dashboard.
- The dashboard will refresh and show the portfolio details of the selected account(s).
Was this article useful?
