Sharing with a financial adviser

Advisers usually ask for statements, pension valuations and a list of what you own. With GetGild you can give them a live, read-only view instead, and you decide exactly what’s in it.

The same steps work for an accountant or mortgage broker.

Set it up

1. Create a shared portfolio just for them, for example “Shared with Alex (adviser)”. Keep it separate from your family portfolio so each audience only sees what’s meant for them.
2. Link in only the accounts and assets they need. An adviser reviewing your retirement plan might need your pensions and ISAs, not your current account.
3. Invite them as a Viewer.
4. Set an Access expires date, such as the end of your review period. Their access stops on that date without you having to remember.

They’ll need their own GetGild account, which is free while we’re in early access.

What they can and can’t do

A Viewer sees balances, holdings, transactions and tax figures for the accounts you’ve linked in. They can’t add, change or delete anything. They can’t see anything you haven’t linked into that portfolio, including the rest of your personal portfolio.

GetGild is read-only anyway. Nobody, including you, can move money or place a trade through it. See How we protect your data.

Ending access

Access ends by itself on the expiry date if you set one. To end it sooner, open Manage Portfolios, select Show members and Remove them. If the portfolio was only for them, you can delete it instead: your accounts stay in your personal portfolio.