Share Account Access

How to use Frank with a partner, family member or advisor.

Written By Stuart Lawder

Last updated About 2 months ago

At this time, individuals can only access their own Frank account—we don't currently support joint or linked accounts for couples, family members, or advisors.

For Couples or Family Members

If you would like to share Frank’s advice with a spouse or family member, at this time we recommend you simply share a single Frank login and connect all family assets and accounts.

If you’re interested in linking your account with your partner using unique logins, please follow along on the specific feature request.

For External Advisors

If you would like to share your Frank data, insights, and conversations with your own advisor, our recommendation is to screen-share relevant screens or conversations that you’d like them to review.