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Sharing Client passwords
Does anyone use 1Password (or a similar platform) to have clients share passwords with you? We hold client un/pw's (we claim custody for this reason) and are curious how others obtain credentials to client accounts other than via screen sharing. Thanks. Brenda
2 likes β€’ Jun '24
We don't do this due to the custody issue, but if we did I would use a similar system (we use LastPass internally) to share credentials.
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Brian Behl
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@brian-behl-5055
Founder and Financial Planner

Active 2d ago
Joined Sep 11, 2023
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