Share your Auderli account

Open up your portfolio to your spouse for them to see shared financial information, share with your trusted advisor to discuss your details more easily, or perhaps offer a view to your attorney should they need to access your information. All at the touch of a button. It’s easy, fast and intuitive to use.

You can invite those you wish to view/edit your portfolio of assets and liabilities, alongside any related files you have uploaded.

You can also choose to share any Will information you have added.

If you change your mind at any point, you can remove access quickly and easily from a full list of everyone you have chosen to share with.

• Choose Manage sharing to see the list of who you have shared with.
• You can then 'Remove access' for anyone you would no longer wish to share with