Is there a way to share the account with multiple users? example - an accountant or a family member?
@amar.panchal Yes, you can easily invite collaborators to your Stessa account. The feature is described in great detail via this help article: The Power of Portfolio Collaborators
I have an additional question on this topic. We are using collaborators to allow investment partners to view the information in Stessa. However, the information they are able to view is limited. I would like the ability to add another user to my account so they can view/manage external accounts, and the cash management accounts. Thank you
1 Like
Yes I am looking for the same feature