In order to securely share the information on Blueleaf with someone (Spouse, Family member, Advisor) follow the instructions below. They'll get their own Blueleaf login and will see ONLY what you choose to share.
1) Click on the "Sharing" link on the left
2) Next select the type of person you're sharing with
3) Enter their select which group(s) of accounts you'd like to share with them, enter their email and then click "Share" If you'd like the person to receive the weekly email update, you'll need to select "Manager Privileges" just below "What would you like to share?" If you select "Spouse or partner" manager is selected automatically.
That's it. They'll receive an invitation to create their own Blueleaf account and will be able to see the accounts you've chosen to share with them.