How do I track my family net worth?
BoldIf your family members’ investment accounts are added to your family dashboard, you can track their investments as the family head.
To do this:
- Click on the dashboard view filter.
- Use the dropdown menu to select:
- The entire family
- A specific set of family members
- An individual family member
This will show you the relevant investment details and help you track your family’s overall net worth.
Was this article useful?
How do I track my family net worth?
BoldIf your family members’ investment accounts are added to your family dashboard, you can track their investments as the family head.
To do this:
- Click on the dashboard view filter.
- Use the dropdown menu to select:
- The entire family
- A specific set of family members
- An individual family member
This will show you the relevant investment details and help you track your family’s overall net worth.
Was this article useful?
