# Family Portfolio

Your **Family Portfolio** is the consolidated holding statement of you and your family members. You can add up to **10 family members** to your Family Portfolio. If you have added the accounts of your family members, you can access their DP holdings, Mutual Fund holdings & P\&L, etc.

#### This Section Contains : <a href="#this-section-contains" id="this-section-contains"></a>

* [How do I view my 'Family Portfolio' ?](#how-do-i-view-my-family-portfolio)
* [How to add members to family portfolio ?](#how-to-add-members-to-family-portfolio)
* [What all details can I access if I add a family member ?](#what-all-details-can-i-access-if-i-add-a-family-member)

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## How do I view my Family Portfolio?

* Go to **My Accounts**.
* Find **Family Portfolio** and click on it.

![Family Portfolio view](https://content.gitbook.com/content/QUVvHauOEWZZorbZR584/blobs/vRekLH6BCb0p8Sj2g9xX/image)

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## How to add members to Family Portfolio

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FCRxgA8KQ18WDnPU9FagS%2Fimage.png?alt=media&#x26;token=00b67504-0fc6-4045-abbe-39944ae81f26" alt=""><figcaption></figcaption></figure>

* To add a member, **click on** the '➕ **add a family member'**.
* Enter the portfolio details like **customer ID**, **DOB**, **account,** and **relationship**.
* Click on **Submit**.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FwUnJxt5y0DmCQFaBmXFI%2Fimage.png?alt=media&#x26;token=dc387730-e7ff-4197-aa95-b82831921699" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FMpA44pdMjx797xSgbDNH%2Fimage.png?alt=media&#x26;token=bf9a25e6-5bb3-48fd-875d-26565a59b36e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FuI0bpFKyaNPwcVUAUnTn%2Fimage.png?alt=media&#x26;token=2c8e579e-d7e6-4b65-a04d-4b9b49c6ca5f" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**A request will be received by them in their account**. (My Account > Family Portfolio > My Portfolio Shared With )

![Request received view](https://content.gitbook.com/content/QUVvHauOEWZZorbZR584/blobs/yP3OBZkoXxVij6t62m25/image)

![Accept request](https://content.gitbook.com/content/QUVvHauOEWZZorbZR584/blobs/lfi4F1HaLQO7qTBetuV3/image)
{% endstep %}
{% endstepper %}

* If they **accept** the request, their account will be added to your profile.
* If you are sharing your account with anyone, that will also be displayed on this page.
* To delete any account added to your profile, click the 'Recycle bin' 🗑 icon.

{% hint style="info" %}
Note: Family Portfolio is currently not available for accounts whose DP is not in Geojit and for non-individual accounts like HUF, partnerships, trustees, etc.
{% endhint %}

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#### What all details can I access if I add a family member ? <a href="#what-all-details-can-i-access-if-i-add-a-family-member" id="what-all-details-can-i-access-if-i-add-a-family-member"></a>

If you have added the accounts of your family members under Family Portfolio, then you can access their

* [**DP Holding**](https://usermanuals.geojit.com/mygeojit-web/reports/holdings#how-to-download-dp-holding-statement)
* [**Mutual Fund Holding**](https://usermanuals.geojit.com/mygeojit-web/reports/holdings#how-to-download-mf-holding-statement)
* [**Mutual Fund P\&L**](https://usermanuals.geojit.com/mygeojit-web/reports/p-and-l#how-do-i-view-mutual-fund-p-and-l)