Feature of the Week: Adding Team Members

September 26 2019

Team members are people that assist in your financial life. The WLTH platform gives you the control to add, edit and delete team members with varying levels of accessibility, permissions and ownerships according to your preferences.

It is recommended to add your spouse as a team member with full functionality so the financials remain transparent and up-to-date between both parties before making big monetary decisions. As you add more team members into your platform, you can then start assigning ownership to different assets, liabilities and entities. For example, you and your partner may own 50% each of an investment property and will reflect on each of your wealth reports accordingly.

On the same note, you should definitely consider adding any professionals assisting you with your money. The WLTH platform allows for seamless communication between you and anyone assigned to your team. How much each professional can view or access in your platform is entirely in your control. Just make sure the 'Allow Guest Access' box is ticked and click edit.

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For a step-by-step guide on how to add team members with specific accessibility, check out our support page!

Each week in the FinTech Five for Friday we will include a new feature to assist you to get the most out of your WLTH Digital Portfolio Manager.

If you haven't downloaded the WLTH app yet, it is available on the App Store and Google Play Store!