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

Yes. If you have assigned administrative access to your account or 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 print reports as a Seraf Advanced Portal user. Seraf Professional Portal users also have the ability to export data into an Excel or CSV file, which can then be shared electronically, or printed.

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