As an Empower Personal Dashboard Investment Client, you are able to share access to your dashboard with up to five people (including any Joint Owners from an Empower Personal Cash account). This provides your additional user with their own set of login credentials to access your dashboard. These users can take almost any action that you as the Primary User can take except changing Profile Data, deleting the dashboard, or adding additional users.
To get started, make sure you have the Email Address and Phone Number for the person you are inviting to share your dashboard. The email address cannot already be in use by another Empower Personal Dashboard- if your invitee already has a dashboard, you will need to either delete their dashboard or update the email. We have detailed the steps to resolve this error here, but if you need additional help please contact our support team.
Once you have the email and phone number for your invitee, take the following steps:
- Navigate to your Settings
- Scroll down to Additional Users
- Click Add User. From there you can either select someone who is already part of your household or add a new person.
- You will be prompted to enter details about this person- double-check that you have their email address and phone number correct!
It may take some time for the invite to be received, but you invitee will receive an email with a link to sign up for your dashboard. The invite is valid for 30 days, however, if they do not see the invite in their email after 3 days, you can cancel the invite and re-send it directly from your dashboard.
Note: Investment Clients may not have access to this feature until after they have started actively trading with their Empower Personal Dashboard Investment account.