How do I share access to my Seraf account with family and advisors?

If you are interested in sharing your investment data with family members or advisors, you have multiple options:

1) Provide a copy of your Account Statement.

2) Print or download specific tables, pages or reports to share. 

3) Give them direct access to your account by providing them with your username and password. Keep in mind that they will be able to make changes to your data.

Seraf Enterprise clients can actually assign multi-user access.

If you are using a Mac, you may need to use a Microsoft compatible program to fully view the reports.

Please note that if you share investment information with your accountant or tax advisor, it is your responsibility to verify the correctness of your data before filing it in a tax return. As a reminder, Seraf does not assume any responsibility for the validity of your investment data, and does not give tax, accounting or investment advice.