If two clients would like to view each other's accounts, they can set this up through their Assante Connect dashboard by following the process below.

The first client will need to log into their Assante Connect account and select "Profile" from the drop-down menu in the top-right corner of the screen. Then click "Link Accounts" to get the following page. 

Once the invitation is sent, the second client will log into their email and click "Join Accounts".

This will navigate them to the Link Accounts section on their profile so they can accept the invitation. 

Once this is done, both clients will be able to view each other's accounts on their Assante Connect dashboard. 

Please note that any transactions will still need to be initiated by the Primary Account holder. This includes all deposits, withdrawals, and investment account transfers.