Guide to Viewing Household Accounts in the Justwealth App

**Note that to be able to share a household view with another Justwealth account holder, you must first jointly agree to have your account profiles linked - this can be done by contacting support@justwealth.com, or by communicating with your Portfolio Advisor.** This guide provides a straightforward process for viewing other accounts which have been linked to you as a household.

Justwealth Team
4 steps
43 minutes

Log in to the Justwealth App. If you haven't installed the Justwealth App yet, go to the Apple App Store or Google Play to download it now.

You will arrive at the Dashboard view of your accounts. If you have set up Household access to view the accounts of another Justwealth client, you will be able to see Total Household Wealth. You can press the Household Total Wealth to see the other accounts in your Household.

If you want to just see the Dashboard view of another account holder in your Household, press the relevant button to view their accounts.

If you want to go back to your own dashboard, click Household Total Wealth and then click Switch to Your Accounts.

Guide to Viewing Household Accounts in the Justwealth App

Justwealth Team
4 steps
43 minutes

Log in to the Justwealth App. If you haven't installed the Justwealth App yet, go to the Apple App Store or Google Play to download it now.

If you want to just see the Dashboard view of another account holder in your Household, press the relevant button to view their accounts.

If you want to go back to your own dashboard, click Household Total Wealth and then click Switch to Your Accounts.