Note: The stakeholder, not the admin, needs to go through these steps in order to add other members to their portfolio. If you're an admin therefore, you should select one email to put in Pulley, and then your stakeholder can select the other emails they would like by following these instructions.

  1. Click on Settings in the left navigation.

  2. Select Add Members to add other members to the portfolio.

Once the new members accept their invite, they will be able to view all holdings in the portfolio.

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