Portfolio Access Control in Kubera

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.

I have multiple Portfolios. How do I give access to a specific portfolio with someone to collaborate?

• Open the portfolio you need to grant access to.
• Click on the Share icon on the header and select the 'Collaborate' option.
• Click on 'Add User' to invite others to join Kubera and collaborate on this specific portfolio.
• Inviting users to collaborate on a specific portfolio (Granular Access Control) is a feature of Kubera Black

How do I share a my portfolio with an outsider for just viewing it?

• You can share a read-only link of your portfolio with others – like your Investment Advisor, CPA, Estate Planner etc. Anyone with this link can view your portfolio. No login required.
• Open the portfolio you wish to share.
• Click on the Share icon on the header and select the 'Share a Read-Only Link' option.
• Create a shareable link for the portfolio and share it with others.
• You can create multiple links based on your needs. You can set a passcode and an expiry date for each of them.