Adding & Managing Family Members

Collaborative Wealth Tracking

Wevanta allows you to track your family's consolidated wealth without sharing a single login. You can invite your spouse, children, or parents to join your "Family Group."

How the Account Owner Invites a Member:

1. Navigate to your Profile / Family Settings and click to add a family member.
2. Enter their Name and Email address.
3. Assign them a role (e.g., Viewer or Editor).
4. The system sends them an official Wevanta Email Invitation (expires in 7 days).

How the Family Member Signs Up:

1. The family member clicks the secure link in their email inbox.
2. They are taken to the Invitation Acceptance page.
3. They are prompted to create their own personal, private password.
4. Validation: Because they clicked the secure link from their inbox, their email is instantly marked as "Verified".