Under certain circumstances, you can invite other people to collaborate with you to help you create your Everplan.
Currently, if your Everplan was provided to you by your Financial Advisor or another professional, you can grant them access to make changes to your Everplan. Follow these simple steps:
- Log into your account, click your name in the top right corner of the screen.
- Click "Account Settings" in the menu that appears.
- Scroll to the section entitled, "Everplans Professional Partner" and click the "Manage" button:
- Click the "Allow" button to grant edit permissions to your advisor: