Help CenterIf a client has a spouse or partner with shared finances, there’s a good chance they both need access to a joint Savology account.
While these individuals can share one login, the primary user may also use the Share Your Account module, which allows them to share their Savology account and provide read-only access to their plan with a spouse or partner.
Here's how a client completes the module:
- Login to your Savology account and navigate to Modules, locate the Share Your Account module, and click on the View button
- Read the instructions provided on the first page and then select Get started
- Go through each step of the module, which should only take a few minutes to complete
- At the end, an email invitation will be sent to the spouse or partner to accept and create an account to access the details of the plan
