FAQ: Add Bernadette to collaborate on PocketSmith
Step-by-step Instructions (best viewed on Desktop):
Step 1: Register and login to PocketSmith
Step 2: Click Profile dropdown > then click "Your Collaborators"
Step 3: On the left tab > click 'Invite a Collaborator'
Step 4: On the right tab > Enter the invitation email: AJ@crushyourmoneygoals.com > Click Send Invite
Step 5: Confirm the email is added as a Collaborator
That's it! Access is now granted to Bernadette and AJ to review your Net Worth alongside you!