Skip to main content

Shared Access

Christian Peter avatar
Written by Christian Peter
Updated over a week ago

With the release of version 2.212.0, our web app is getting an update that allows you to share not only your portfolio, but also your wealth overview and your data from Networth.

This access is intended to allow you to easily share your data with a financial advisor. They will then have easier access to your previous investments, account data, liabilities, and retirement planning.


An advisor can also adjust your retirement plan.

Important:
At no time can third parties create this access without your consent.
Only you can decide whether you want to share this data with others.
Shared access does not include access rights to your exact bank account transactions, liabilities, or your content or notifications on social networks.
Use of this feature is voluntary and can be easily ignored if you are not interested in it.

The feature is currently only being rolled out in Germany. There are no plans to release it in other countries at this time.

Did this answer your question?