Log In and Set Up Your Family Profile
Sign in to Total Family for the first time, choose the Family experience, and complete your profile.
This guide walks you through the very first steps of using Total Family as a family member: signing in, choosing the Families experience, and completing your profile so the platform can start personalising your journey.
Table of Contents
- Overview
- Before You Start
- Go to the Login Page
- Enter Your Email and Continue
- Check Your Inbox for the Verification Link
- Enter the Verification Code
- Choose the Family Experience
- Complete Your Profile
- Arrive at the Initial Assessment
- What Happens Next
- Troubleshooting
Overview
By the end of this guide, you will be able to:
- Log in to Total Family using Google or your email address
- Verify your account with a one-time code
- Choose the Family experience (as opposed to the Advisor/Partner experience)
- Complete your family profile with your personal details
- Reach the Initial Assessment, the first step in setting up your family's vision
Note This guide covers the full Total Family experience. Some steps or fields may look slightly different depending on whether you are on a free or premium plan, but the overall flow is the same.
Before You Start
You will need:
- An invite link or the Total Family login page, provided by your family admin or advisor
- Access to your email inbox (if signing in with email) or a Google account (if signing in with Google)
Go to the Login Page
Open the Total Family login page in your browser. You will see the "Welcome to Total Family" screen.
Continue with Google signs you straight in with your Google account. To use email instead, type your address in the Email field and select Continue.
Tip If you already have a Google account you use regularly, Continue with Google is the fastest way to sign in. You will not need to check your email for a code.
Enter Your Email and Continue
If you are signing in with email, type your email address into the Email field and select Continue.
Check Your Inbox for the Verification Link
Total Family sends a verification link to the email address you entered. You will land on a "Check Your Inbox" screen confirming where the link was sent, along with a countdown showing when the link expires.
Check the address shown is the one you meant to use. Enter Code Manually lets you type the code in instead of clicking the link, and the countdown underneath shows how long the link stays valid. If nothing arrives, the line underneath offers a resend link and the option to try a different address.
Tip Did not get the email within 5 minutes? Check your spam folder, use the resend link, or try a different email address, all of these options are available right on this screen.
Enter the Verification Code
Open the email and either click the verification link directly, or enter the 6-digit code manually on the same screen. Once the code is filled in, select Confirm.
Enter the digits from your email into the six code fields, then select Confirm to sign in.
Choose the Family Experience
After verifying your account, you will be asked to choose the experience that fits you. Since this guide is for family members, select Continue as a Family.
Advisors and wealth firms use the Continue as a Partner option instead. That flow is covered in Getting started as an advisor or partner firm.
Continue as a Family is highlighted above. That is the option family members need.
Complete Your Profile
Next, you will be asked to complete your profile.
- First Name
- Last Name
- Birthday
- Occupation
- Life Phase: the stage that best describes your family, for example "Raising Young Children"
Phone and the photo upload are optional; every field marked with an asterisk must be filled in.
With Life Phase chosen, a short description of that phase appears underneath and Get Started is ready to select.
Tip Uploading a photo is optional, but it helps other family members recognise you and adds a personal touch to your Total Family profile.
Arrive at the Initial Assessment
You will land on the Initial Assessment welcome screen. This short set of questions helps Total Family understand your family's current mindset and priorities, before you move on to defining your values, purpose, and roles. Select Let's Get Started to begin.
What Happens Next
Once you complete the Initial Assessment, you will move into building out your family's vision, values, and roles inside Total Family. From there, you can start exploring features like the Family Tree, Legacy Vault, and more.
Troubleshooting
- Did not receive the verification email? Check your spam folder, use resend, or try a different email address from the "Check Your Inbox" screen.
- Code expired? Verification links and codes are time-limited. Go back to the login page and start again to receive a new one.
- Signed in but see the wrong experience? If you accidentally chose the Partner/Advisor path, look for the Switch to Partner Account link, or contact your family admin for help.