Family & joint accounts
One login for the household. Every portfolio kept separate.
Manage your own investments, your children's college funds and a joint account with your partner from one sign-in. Switch between them from the top bar on the web, the phone app or the desktop app.
What stays separate
Nothing is pooled.
Own goals and risk profile
Each portfolio has its own plan, guardrails and paper or broker accounts.
Own KYC
Identity checks are per person; a managed profile is verified on its own.
Own approval rules
Any owner approves, or — for joint accounts — every owner and co-owner must approve each order. Owners can cap what a co-owner may approve.
Roles
Owners manage members and rules; co-owners trade and approve; viewers can look but never change anything — enforced on every request.
Audited
The audit log records who acted, on whose portfolio, every time.
One plan
Managed family portfolios use the owner's plan, so there is nothing extra to buy.
Getting started
Set up your household in a minute.
- 01
Create your household
Your own portfolio is the first member.
- 02
Add portfolios
A child's or parent's managed portfolio, or a joint account. Adults with their own login can invite you instead.
- 03
Invite and set rules
Invite a co-owner or a viewer by email; they accept from their own account.
- Roles
- Owner · co-owner · viewer
- Approval rules
- Any owner, or every owner (joint accounts)
- Platforms
- Web, iOS, Android and desktop; also REST and GraphQL
Start on paper. Go live only when you’re ready.
Set a goal, see whether it’s realistic, and watch AlgoNexus work with simulated money first. No card needed for the 14-day trial.