How to share a read-only link to my portfolio?

• Share a read-only link of your portfolio with others – like your Investment Advisor, CPA, Estate Planner etc. Anyone with this link can access 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.