How to update ownership for your accounts

Want to reassign an account to yourself, your partner, or both? Here's how to update ownership details for each account.

On Desktop:

1. Go to Settings > Accounts
2. Click on the account you'd like to edit
3. Select the Edit icon (pencil)
4. Update the account owner: choose "Me," "Partner," or "Shared"

On Mobile: Option 1:

• Tap on the account in your Net Worth dashboard
• Tap the Edit icon in the top-right
• Change the owner designation

Option 2:

• Tap the gear icon > Accounts
• Tap the three dots next to the account > Tap Edit
• Change the owner designation

Changes will immediately reflect in your Partner Mode view.