Joint account with Premium, and creator permission settings

ProjectionLab

:speech_balloon:

Add the ability to invite a second person to share an account.

All plans would be visible to both account holders, but the creator of a plan could decide if the plan is editable by the other person.

5 votes

Suggested 26 April 2022 by user Shawn S

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26 April 2022 Shawn S suggested this task
26 April 2022 Kyle Nolan approved this task
Sean Gates

This would be valuable as a Financial Planner. Too many times one person controls the finances and being able to share an independent log-in with the second partner (or trusted sources like accountants, estate planning attorneys, etc.) is valuable.

16 September 2022
Skyr

This can be merged to an extent with this suggestion: https://changemap.co/projectifi/projectifi/task/6249-family-account/

15 January 2023