You can invite additional users to your Wealthbox account following these instructions.

  1. Admin users and the account owner can click the three dots in the upper right corner of Wealthbox > “Settings".

  2. Navigate to “Users” page under “Workspace”.

  3. Click “Invite Users”

  4. Fill out the user’s first name, last name, email address and click “Invite Users”

Note: You can give the new user “Admin Privileges” and/or the ability to export data by checking the boxes. You must have admin privileges or be the account owner to invite other users.

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