How do I give other individuals access to my account?
You can share account access by adding Authorized Users. This feature allows others to view or help manage your account depending on their permission levels. You can choose from Viewer, Contributor, and Manager roles, each of which give Authorized Users unique permissions. Only the account Beneficiary (or Authorized Legal Representative, if applicable) can invite, edit, or remove authorized users.
To add an Authorized User:
Sign in to your account
From your dashboard, click on the dropdown next to your profile icon in the upper right corner
Select “Manage Access”
Enter the Authorized User’s name, email, and phone number
Assign a role that grants the permissions you want (permission options will be displayed in a chart on the screen)
The Authorized User will receive a secure email invitation and will need to verify their identity through multi-factor authentication before accessing your account. You can also update or remove access at any time through the same “Manage Access” section, ensuring you stay in full control of who can view or manage your account.
