Give this to your guide so they can connect with you
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Read it out or send it over — your guide enters it in their planner
My partner
Connect with your spouse or partner to share a household
Share your client code (above) with your partner, or enter theirs below. Once connected, your household worksheets — balance sheet, budget, register, debt, savings goals, Game Plan, and estate — are shared and editable by you both. Personal things like credit, investing, insurance, and identity stay private to each of you.
Your guide code
Share this with clients so they can connect with you
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Share this code with your clients at signup or from their profile
Clients see a “Book a call” button in Messages that opens this link.
Invite a friend
The app is invite-only — share a code to bring someone in
Account
Sign out or delete your account
Your account is scheduled for deletion. Your guide and the team can still restore it until it's permanently removed.
