How to share a wallet

Easily share your Exceefy portfolio via a unique link, with or without password, for coaching, mutual aid or follow -up with friends.

On Exceefy, you can share your wallet via a unique link, with or without password according to your preference.This allows a third party to easily consult your wallet, whether in a frame of coaching, sharing with friends or other.

Steps to share a wallet:

  • Click on your profile photo, then go to the profile section.

  • In the navigation bar on the left, click Share.

  • Activate sharing by clicking on Activate sharing.

  • You then have the choice:

  • Add a password to secure access, or leave the link freely accessible.

  • Once activated, a unique link will appear on the screen:

  • Click Copy to put it in your clipboard, or on Open to display it directly.

👉 This link can then be shared with the person of your choice.

Help Exceefy | Share an Exceefy portfolio - Unique secure link