What are team members?

Team members are people or entities that affect your financial life. They can be your family and close friends, your accountant or financial planner, your lawyer, and any other relevant professionals.

Team members also include entities such as trusts and companies.  Team members can be allocated to asset and liability ownership splits which will assist with better reporting.

For more information on:

• How to assign ownership for an asset (investment) or liability (debt) , click here.
• How to add, edit, or remove a team member, click here.
• How to edit permissions for team members, click here.