Grant Portfolio Access
REI Hub makes it easy for you to invite other people to access and manage your portfolio. This could be a spouse or business partner with whom you share bookkeeping responsibilities or a professional tax preparer or CPA helping you prepare to file.
Some key things to know about Portfolio Access in REI Hub:
- Only grant access to individuals you trust.
- You can grant access on either a full or a read-only basis. Users with full access will be able to do anything you can in your REI Hub portfolio, including booking and deleting transactions.
- The recipient of your access invitation must create an account with REI Hub. Only their name, email, and password are required.
To grant Portfolio Access to REI Hub:
1) Navigate to the Access page.
Click the profile icon in the upper right corner to reveal the right-side menu, and select Access.
2) Click 'Send Access Invite'
3) Enter the invitee's information and click 'Send Invite'
To grant read-only access, check the box before clicking Send Invite. If the box is left unchecked, the recipient will have full access to your portfolio.
4) They will receive an email notification and link
When they click the link, they will be brought to REI Hub to complete their profile by choosing a password.
After they do so, they can access your portfolio and use all REI Hub features.