Suggestions
Family account
Option to create a family account, and be able to share with spouse/parents/siblings.
Option to create a family account, and be able to share with spouse/parents/siblings.
My wife and I are able to handle couple’s planning by sharing a login and disabling 2fa (not ideal but it works).
But I would love the ability to create a separate profile for my parents for their own finances, distinct from mine and my wife’s.
I know there is a Pro-level tier for advisors but it is too expensive for the use case I have in mind. I would be thinking more like a Family or Friends & Family plan.