Mezzi Partner Sharing: Review Family Investments Together

Updated September 26, 2026.

Archived article dated February 4, 2025. This dated product update has been edited for clarity. Launch details and roadmap statements below refer to the original publication date; screenshots are historical illustrations. See current membership options and the Mezzi help center for today’s product details.

Hey there!

Mezzi has made it easy to effectively manage all of your investment accounts and stocks, ETFs, and mutual funds. Now you can do even more to build your family's wealth together.

Invite a partner, invest together

Invite a partner or spouse to collaborate on your investments so:

• They can connect their own accounts, without sharing brokerage passwords with each other
• You can start your financial discussions off on the same page - be in sync when it comes to tracking, managing, and building your wealth
• You can discuss the accounts included in your shared view and identify what information is still missing

Update to the latest version of Mezzi and start building wealth together today!

Don't forget - you can now also add Account Tags and view Performance comparisons.

A first review to do together

Start with an inventory: which accounts belong to each person, which are joint, and which support a child or another family member? Then ask one shared question: “What is our combined exposure to one company across the accounts we have included?”

For example, one partner might hold $12,000 of a stock and the other $8,000. The household has $20,000 of direct exposure before considering fund holdings. That combined view can change the conversation even though neither person's account moved.

A shared view does not change account ownership

Inviting a partner does not turn separate accounts into joint accounts or give the app authority to trade. Discuss sharing before sending an invitation: Mezzi's current privacy policy says authorized collaborators may access all connected accounts and view, copy or download information. Review the current controls rather than assuming selective account access. Confirm that a joint account has not been counted twice after both partners connect institutions.

Account tags help distinguish whose accounts you are viewing. Keep tax status separate from ownership: a combined household view does not make all accounts subject to the same tax rules.

By Manish Jain, CFA, co-founder of Mezzi. Original publication date retained; editorial clarification September 26, 2026.

This historical product update is for informational purposes. Examples are illustrative, not investment recommendations or promised results. Account coverage and data quality affect analysis. Review assumptions before acting; AI can make mistakes.