FinDash Docs · Reviewed 2026-08-09
Create a Household with Multiple Logins
Give each household member a separate FinDash login while keeping planning, access, and household operations connected.
Start from the profile owner
Open the client account you want to use as the household’s starting profile, then click Manage household above the member tabs. The panel separates household contacts marked No login from linked FinDash accounts.
Add the person to the household
Click Add member (Add Family Contact for a client adding their own household). Fill in the name, relationship, and email, then choose how to add them: Create a FinDash login, Keep as a household contact, or Link an existing FinDash account. Creating a login is recommended for a spouse or partner; a household contact can be used in planning and relationship fields but cannot sign in.
Decide when to send the invitation
If you chose Create a FinDash login, Send a password-setup invitation now is checked by default and recommended — it emails a secure setup link as soon as the login is created. Uncheck it to create the login without notifying them yet; you can send the invitation later from Manage household whenever you're ready.
Create a login from an existing household contact
In Manage household, find the member marked Household contact · No login and click Create account. Confirm the prefilled name and email in Create Account on Behalf of Client. A new email creates the account without notifying the client. If the email already has a FinDash account, the flow changes to Request Account Access instead of creating a duplicate.
Set the household relationship
Choose the correct relationship before saving. For spouse or partner relationships, the form can enable Mutual spouse edit access and Mirror dashboard from this profile. Mutual access lets both accounts open and edit each other; dashboard mirroring replaces the additional login's home dashboard with shared widgets from the source profile.
Add planning or legal roles
Use Additional roles to tag the member as a beneficiary, trustee, trusted contact, power of attorney, healthcare proxy, estate, or another custom role. These tags are directional and do not change the primary family relationship, account access, or household mirroring.
Choose dashboard mirroring intentionally
Turning on Mirror dashboard from this profile also enables mutual spouse edit access. It can share Net Worth, Tax Profile, Investments, Transactions, Cash Flow Plan, Tasks, Goals, Vault, and Profile widgets. Leave it off when the additional login should keep an independent home dashboard.
Confirm the firm primary
After at least two linked logins are recognized, Manage household shows Firm primary for workflows. This designation controls the firm representative used for household search, tasks, workflows, and account switching. It does not change the profile owner, sign-in access, financial data, or dashboard sharing.
Send or resend the invitation from Manage household
A login with no invitation yet is labeled Login created, invite not sent in Manage household. Click Send login invite right on that member's row to email their secure setup link — no need to leave the page. Already sent one? The same button becomes Resend login invite, so you can send it again if it expired or they lost the email. This works for clients inviting their own household and for advisors managing a client's household, including while previewing the client in Client View Mode.
Track invitation status at a glance
Each linked login shows its current status next to their name: Login created, invite not sent (blue), Invited (yellow), Invite expired (orange, after 7 days with no response), or Active (green, once they've actually set a password and signed in). The button to send or resend the invite disappears once someone is Active, since there's nothing left to send.
Verify the finished household
Reopen Manage household and confirm each intended login is labeled FinDash account, the correct firm primary is selected, and sharing settings match the household's needs. Use the cog on a full-account member to review who can open each account; dashboard widgets are managed separately.
Step by step
- Open the client Profile: Work from the account that should anchor the household.
- Click Manage household: Use the control above the household member tabs.
- Add or find the member: Click Add member, or select an existing Household contact · No login.
- Choose login, contact, or link: Create a FinDash login, keep them as a household contact, or link an existing FinDash account.
- Set relationships and roles: Choose the primary household relationship, then add any applicable planning or legal roles.
- Configure access: For spouses or partners, choose mutual edit access and dashboard mirroring only when appropriate.
- Select the firm primary: Confirm which person should represent the household in firm search, tasks, workflows, and account switching.
- Send or resend the invite: Leave Send a password-setup invitation now checked to invite them immediately, or send it later with Send login invite in Manage household.
- Check both logins: Verify account links, sharing directions, dashboard behavior, invite status, and the selected firm primary.
Open this guide in FinDash Docs