If you are currently using our Teamwork package to work with a partner, you can manage all your milestones – both shared and unshared – directly in your dashboard.
From there, you can choose to share any milestones that are not yet shared or unshared any milestones that are currently shared.
Remember that after a milestone is unshared, your projections and recommendations for your milestone will be based only on your assets within those milestones and will not incorporate your partner's contributions or investments.
Learn more about our Teamwork package or Family Accounts, our other Teamwork feature:
- Learn more about or turn on Teamwork on your dashboard
- FAQ: What does your Teamwork package do?
- FAQ: What is the Family Accounts feature?