Can people I share with make changes to my data?

Yes. If you have given your username and password to a family member 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.  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. Click here for help on how to change your password. 

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