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

If you would like to share access with family members or advisors, you may easily do so by giving them your username and password. This means that they will have access to all of your investment information and be able to make edits.

If you simply want them to see your portfolio, you can provide a copy of your Account Statement, found in Documents & Reports. Or you can export tables from the pages in your account to a Word document by selecting the W icon on the top right of most tables. Seraf Professional and Enterprise Portal users also have the ability to export data into an Excel or CSV file, which can then be shared electronically or printed.

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.

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