This FAQ applies to Flourish Cash.
You can control whether your advisor has visibility into your personal Flourish Cash balances and other information. To do so, follow these steps:
On web (not currently supported in the iOS app)
1. After logging in to flourish.com, click on the “Settings” tab located on the top section of the main dashboard. (Alternatively, you can click on your name in the top right corner of any web page and then select “Settings” from the dropdown menu).
2. Scroll down to the section titled “Account permissions.” Your advisory firm will be listed under this section:
- Personal/institutional account advisor visibility: When set to "On" your advisory firm and its personnel will be able to view information for each of your Flourish Cash personal (individual, joint or trust) accounts, including balances and transactions, programmatically linked bank account balances, and other information, as further described in our Privacy Policy.
To turn on the following settings, the advisor visibility setting above must be turned to "On"
- ACH account and routing number visibility: When set to "On" your firm will be able to view your personal Flourish Cash account and routing numbers. They will also be able to download a letter containing this information that can be submitted to other financial institutions to verify your account's information for transfers.
- Documents visibility: When set to "On" your advisory firm will be able to view your account documents, including statements and tax forms.
3. After you move the toggle to your desired settings (either On or Off), you're all set.
If you turn off advisor visibility, please note that your advisor will still be able to see that you have created login credentials for Flourish, but will not be able to see any other details related to your account, including whether you’ve created an individual or a joint account. Further, please note that if you have a joint account with your partner, all active account owners must enable visibility in order for your advisor to view information for the Joint account.
During the sign-up process, you’ll also have a chance to indicate whether you agree to consent to sharing personal Flourish Cash account information with your advisory firm. If you do not consent to this sharing, your advisory firm will not be able to see any of your Flourish Cash account information other than whether you have created login credentials for our website.