As the Owner of your account, you can add additional users and grant them the right to view or edit your Holdings. 

You can also give Emergency Access to a person of your choice, who will have viewing rights by default and will be notified if you have not logged into your account for more than 3 months.


Go to Settings through the menu on the top right.

Navigate to "Third Party Access"

1. Enter the email address of the person you want to give access to.

2. Select the type of access you want to grant:

  • View Only
  • View & Edit
  • Emergency Access
  • View Only now + Emergency Access
  • View & Edit now + Emergency Access

The User will be notified by email and invited to register if they don't have an account.

The Emergency Access will also be notified but will only be granted (and notified again) if you don't log into your account for 3 months.