Adding Secondary Account Access (Spouse, Financial Advisor)

Modified on Thu, 12 Oct 2023 at 04:39 AM

Inside your “My Account” page. Click on the “Users” tab (1). You can choose to “Add Existing User”, or “Add New User” (2) 

If “Add New User”, you’ll be taken to the “New User” screen.

Fill in their information (1), but do not specify a password; click the “Send Invite to Reset Password” box (2). Click “Create New User” when finished (3).

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article