MyWorthNow Time Saving Feature: Delegates

One of the unrivaled features of the MyWorthNow application is the ability to share your account access and information with someone known as a “delegate.”

CPA Handshake

Our innovative delegate feature enables a third-party to assist you during your personal financial statement process. For example, you can assign your delegate to be your personal banker or your CPA. Your delegate will have their own unique login and password that grants them restricted access to your account. You decide how much control they have over your MyWorthNow account with customized settings. With your permission, a delegate can access your financial data to update and create personal financial statements on your behalf.We hope you enjoy the extra time you now have because you assigned a delegate. The MyWorthNow delegate feature is just one of the many innovative features we’ve developed to make your life easier.

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