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).

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