If you're using SortMe with your financial advisor, you can now restrict the info that they can see.
Simply head to your SortMe Settings page and toggle between "Limited Access" and "Full Access".
"Limited Access" - let's your advisor get an overview snapshot of your financial situation but can't drill down into your specific transactions.
"Full Access" - gives your advisor the ability to see everything that you can see in your SortMe account.
