Invite a spouse, CPA, trustee, or advisor with a role that grants read-only access to just the sections they need - you keep sole control of every change to the record.

A household's finances are rarely a solo concern. A spouse may need to see the whole picture; a CPA needs the tax surfaces at filing time; a trustee oversees specific entities; an advisor wants the meeting numbers. Ironlake lets you invite each of them with a role scoped to exactly what they need - and every one of them is read-only. Only you, the owner, can make changes.

Before you start

Inviting collaborators is an owner-only action. Decide which role fits the person you are inviting - the role determines which sections they can see, and nothing more.

Step 1 - Open access settings

Go to Settings → Access. You will see your current members, any pending invitations, and the invite form.

Step 2 - Invite by email and choose a role

Enter the person's email and pick one of four roles. Each role grants read-only access to a specific slice of the household:

Spouse / partner - read-only access to every section.
CPA / tax preparer - read-only access to Tax, Cost & Performance, and Reports.
Trustee - read-only access to the entities you assign, across Entities, Portfolio, Cash Flow, and Reports.
Advisor - read-only access to the meeting surfaces: Models, Portfolio, Cost & Performance, and Planning.

For a trustee, you also pick which entities they oversee - they see those and not the rest of the household.

Step 3 - Send the invitation

The invitation is sent to their email and expires in seven days. They accept through the link, sign in or create their own login, and land in your household scoped to their role. Pending invitations show on the Access page until accepted; you can revoke one any time.

What each collaborator can and cannot do

Every non-owner role is read-only by design. A CPA can read your tax surfaces and pull the reports they need for filing, but cannot edit a holding, change your model, or alter your plan. The same holds for a spouse, trustee, or advisor within their sections. This is enforced in the product, not just by convention - writes are owner-only, and each role can only read its assigned sections.

That read-only boundary is what makes sharing safe: you get a second set of eyes, a CPA who can self-serve at filing time, and an advisor who walks into the meeting already current - without handing anyone the ability to change your record.

What you have now

A household others can see into, scoped to their role, without giving up control. Pair this with the export bundles when a professional needs a document to take away rather than a login to sign into.

Set up your household