Access Control
Share Finances With Family & Accountants
Help > Access Control
Access Control allows you to easily share your account with others.
Why is Access Control useful?
With Access Control, you can:
  • Give your spouse a quick peek at your household budget.
  • Let your accountant get the data they need to prepare your taxes.
  • Allow your financial advisor to review your spending and investments.
How does it work?
  • Add users authorized to access your account using their email address.
  • Authorized users can view, update and delete any of the data in your account.
  • Only add authorized users you personally know and trust.