Can people I share my account with make changes to my data?

Yes. If you have given your username and password to a family member, colleague or advisor, they have the same capabilities as you do. Please keep this in mind when sharing your account information. If you simply want them to see your portfolio, you can download reports to print or email.

Cautionary Note On Shared Accounts: if you see the potential for friction with someone sharing your account, it is a very good idea to change your password immediately, since they could theoretically inconvenience you by changing the password on the account themselves. 

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