What is the Partner feature?

Our Partner feature is part of our Teamwork package and helps you work together with your partner, share milestones, and reach your goals faster. This feature allows you and your partner to decide which milestones to share and work together on.

With shared milestones, we help you track your progress together. The Partner feature provides analytics and projections based on your combined holdings, contributions, and auto-deposits. 

While you work together to reach your goals faster, we’ll also keep your portfolios, recommendations, and your funds separate in your individual brokerage accounts. 

Learn more about our Teamwork package or Family Accounts, our other Teamwork feature: 

 

 

 

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