Perfingo
Chapter 04
Couples and sharing
One household plan, your partner, your advisor, and where your data lives.
- 1 Planning as a couple How a couple household works: inviting your partner, claiming the invite, switching between Us, You and Partner, and importing statements for each other.
- 2 Advisor access Share your plan with an advisor, choose View only, Can edit plan or Full access, decide whether they see your spending, and remove access any time.
- 3 Plans, saving and your data Your plan of record, the plans list, autosave states, where your data lives, who can see it, and what usage data and session recording the app collects.