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

Easily share your portfolio with your Investment Advisor, CPA, Estate Planner, or anyone else—no login required.

• Open the portfolio you want to share.
• Click the Share icon in the header and select "Share a Read-Only Link."
• Choose which parts of your portfolio to include and create a shareable link.
• You can set a passcode and an expiry date for added control.
• Create multiple links tailored to different recipients or needs.