Administrators of Company or Group Plans can share their custom providers with other users within their account or linked accounts via their Provider Library. To share a provider, check Share.

When a provider is shared, it changes from being ‘owned by you’ to being ‘owned by your company’; and once shared, it can’t be unshared. If at a later date, you decide that you do not want your users to view and use a previously shared investment, it can be deleted or hidden.