As a stakeholder who owns securities in a company, you may have a requirement to add additional contacts to view or take action on your portfolio. Common examples may include:
A spouse or significant other
A trustee or beneficiary for estate planning purposes
A trusted third party advisor such as a tax professional or financial advisor
Other colleagues (if an investor)
Fortunately, as a stakeholder you can self manage the process from start to finish. To do so, log in at www.pulley.com to access your account using your email and password.
Click on Settings in the left navigation.
Select Add Members to add other members to the portfolio by entering their name and email.
Note: an invitation will automatically be sent to them to connect to your account.
Once the new members accept their invite, they will be able to view all holdings in the portfolio.