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Can I have access to my spouses (partners, childs) plan through the Web?

April 26, 2017partner Plan spouse web

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Can I have access to my spouses (partners, childs) plan through the Web?

2 Answers

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If you are contributing to another individuals Plan, you will only be able to see the purchase transactions. You will have access to all transactions if you are the co-owner of the Plan.

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If you are contributing to another individual’s Plan, you will only be able to see the purchase transactions. You will have access to all transactions if you are the co-owner of the Plan.