How can I enable my family to access and collaborate on my Kubera account?
Upgrade to the 'Kubera Family' plan to invite your household to collaborate on your portfolios. Your family gets access to your account in a secure way with their own username and passwords.
Not just your family, the 'Kubera Family' plan enables you to share and collaborate with your assistant, advisor, accountant or anyone you trust. They will get full access to all your portfolios and will be able to operate on your behalf.
The Family Plan transforms your Kubera account into multi-user. All features remain unchanged, with every user gaining full access to all the portfolios. As the primary user, only you will get to manage the users, beneficiaries and subscription.
Head to Kubera Settings > Subscription to upgrade to 'Kubera Family' for $225/year.
Then head to Settings > Users to add other users to get full access to your account and collaborate on all your portfolios.
Note:
- You can create a maximum of 5 portfolios in a Kubera account.
- A user linked to a specific Kubera account (either personal or family) cannot be associated with any other Kubera accounts. In essence, a single email ID is uniquely tied to just one Kubera account.
- The Kubera Family plan facilitates family collaboration but is not intended as software for Registered Investment Advisors (RIAs).