Privacy & security

Delegated access

Share read-only portfolio context with an advisor or collaborator without sharing credentials.

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Delegated access is designed for read-only collaboration with an advisor, accountant, or trusted operator.

Never share your Google login, brokerage login, or MFA codes. Use account-level access controls when delegated access is available for your plan.

Review and revoke delegated access from account settings when the relationship changes.

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