Users & Linked Accounts
AJ
Alex Johnson
Primary Account Holder & Wealth Management Lead
12%
14
Linked Accounts
8.4%
$1.24M
Total Managed Assets
22%
$84,500
Annual Savings
Secured
A+
Risk Score
Linked Users & Family Accounts
| User | Role | Account Type | Status | Last Active | Actions |
|---|---|---|---|---|---|
|
SJ
Sarah Johnson
sarah.j@email.com
|
Spouse / Joint | Investment & Savings | Active | 2 hours ago |
|
|
MJ
Michael Johnson
mike.johnson@email.com
|
Dependent | 529 Education Plan | Active | 1 day ago |
|
|
DP
David Peterson
d.peterson@wealthguard.com
|
Financial Advisor | Portfolio Management | Pending | 3 days ago |
|
|
EM
Emily Martinez
emily.m@email.com
|
Dependent | UTMA Custodial | Inactive | 2 weeks ago |
|