How To View Portfolios Of Select Family Members

You can view portfolios of select family members by following the steps below:

Old Website:

1. Click on Stocks > Portfolio

2. Under Family, click on Accounts

3. Check the tick boxes of the accounts whose portfolios you want to view

New Website:

1. Go to Stocks > Watchlist > click on Portfolio

2. Click on Family Portfolio

3. Click on View Family Portfolio

4. Click on the tick boxes next to the family members portfolio you want to view