You have two options for managing or viewing multiple Wealthica accounts:
Add all institutions to a single Wealthica account and use the Groups feature to organize them (e.g. by person, joint accounts, or family-related assets like a home or mortgage). This allows easy filtering and better visibility.
Keep separate Wealthica accounts and have one user grant read-only access to the other through Preferences. When logging in, you’ll be prompted to choose which account to view. While you can’t see both accounts in one view, you can easily switch between them.
If you need help setting this up, feel free to reach out!