Multiple 'accounts/portfolios' under one umbrella household account

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3 comments
  • Hi Chantal,

    Thanks so much for getting in touch. While we don't currently have the ability for multiple profiles on a single 22seven profile, you are able to link multiple accounts and then analyse a certain account or a number of accounts using our Advanced Filter, or using the Net value filter.

    Multiple (switchable) profiles on a single 22seven profile is still something that we'd love to look into for the future. However, at this time, it's not very high on the priority list on our current road map. We've got some huge exciting features which we're working on at the moment, which is taking up a lot of our dev resources :) Exciting times are ahead!

    We do find switchable profiles exciting also, and this could indeed be something that we may explore in the future! Please stay tuned.

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  • This is definitely something to consider. Because currently, our family is using a single account between us.  Because of us saving together. By implementing this we can start using the investment account from each person and end up benefiting from the tax-free amount allocated to each person. 

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  • Hi Louie,

    Thanks so much for your feedback. Greatly appreciated. I'll definitely forward this on to our product team and make sure to add your voice to the discussion.

    Thanks again!

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