How do I invite my team or family to collaborate on my Kubera account?

  • Head to Settings > Users to invite your family members and team to share your account and collaborate on your portfolios.
  • These users get full access to all your portfolios and documents.
  • Only the Account Owner will be able to manage beneficiaries and account users.
  • This feature essentially makes your Kubera account multi-user.
  • Sharing your account to collaborate on ALL your portfolios is part of the 'Kubera Essentials' Plan.

Inviting users to collaborate on a specific portfolio (Portfolio-specific Access Control) is a premium feature, part of Kubera Black

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