Sub-accounts or sub-portals for family members?

jskup

Hi- is there any Simplifi plan or subscription that allows for my family members to have their own independent Simplify portal/account, which would only be tied to my master account for billing?

Or does each person need to purchase their own Simplifi subscription?

(I am not necessarily interested in sharing my space/finances, but rather I am looking for the best solution to give other members of my family their own accounts.)

Thank you.

DannyB

One of the coaches will need to give you a definitive answer, but I'm thinking right now you will need to purchase a separate subscription for each family member you want to set up a unique account for.

Coach Natalie

@jskup, perhaps something like this existing request would meet your needs:

https://community.simplifimoney.com/discussion/4141/gift-a-simplifi-subscription-edited

If so, please be sure to add your vote and feedback, and then follow it for updates.

-Coach Natalie

jskup

Thanks @DannyB . Hopefully if this is not available feature right now it is planned for a future release