Due to popular demand, in the near future we will be creating a multi-account plan, so you can manage several portfolios securely from one account. Perfect if you have Lasting Power of Attorney for a loved one or if you are an Executor of a will.
In the meantime, if you act as Power of Attorney for someone or are an Executor, you can create a separate account with Auderli, using a different email address, and then share that portfolio to your original account. You can also share with your co-Executors and co-Attorneys.
Find out more about Power of Attorneys