To invite an existing user to family, follow the steps below
Navigate to the Wealth Dashboard screen and select the Family Settings icon.
Click on the "Add Member" button.
Set "Existing user of InvestMates?" to "Yes."
Select the appropriate relationship.
Search for the user by name and match the user handle if multiple similar names appear.
Click the plus icon next to the selected name.
Click the "Request Consent" button.
Upon completion of these steps, the recipient will receive a notification to accept or reject the invitation. Once the invitation is accepted, the user will be added to your family, and you will gain access to all family portfolio features.