Customizing your view with partner mode

How to Locate the Multi-Selector:

• On Desktop - Navigate to the top of your Net Worth dashboard.
• On Mobile - Open the upper-left main nav menu 
• Tap or click the Partner Mode selector.
• Instead of a single toggle, you’ll now see three options:
  • My Accounts
  • Our Shared Accounts
  • Your Accounts

Using the Multi-Selector:

• Tap each option to toggle views on or off.
• You can view any combination — just yours, just theirs, just shared, or all at once.
• Your selection is saved for future visits.

Tips:

• Use "Shared Accounts" to focus on your household financial picture.
• Switch to "My Accounts" or "Your Accounts" to isolate individual contributions or expenses.